I tried to rollover an old 401K with Choice earlier this year and there was no follow-up from them. I thought the transition process was horrible. I ended up opening another account with iTrust Capital where the process was great.
I ghostwrite articles for Start-Ups, AI, and FinTech executives. Seen in Morning Brew & Who's Who. Get my free email course tom-handy.ck.page/5bc47f9d15