Generally, the easiest way to check up on the status of your 401(k) plan is to contact the human resources department or the administrator overseeing your plan. You may have to present some information, such as your employment dates and social security number, for the administrator to locate your records.
How Can I Check My 401(k) Plan? FAQs
A 401(k) plan is a retirement plan offered by an employer designed to help employees save for retirement.
You can check the status of your 401(k) plan through your employer’s website or by calling your plan administrator.
Yes, if you have an account with a financial institution that offers online services, you should be able to view information about your 401(k) plan online.
You can usually find out details such as the amount of money invested in the plan, current performance and fees charged for the plan.
It is recommended that you review your 401(k) plan at least once a year to make sure it is performing as expected.
True Tamplin is a published author, public speaker, CEO of UpDigital, and founder of Finance Strategists.
True is a Certified Educator in Personal Finance (CEPF®), author of The Handy Financial Ratios Guide, a member of the Society for Advancing Business Editing and Writing, contributes to his financial education site, Finance Strategists, and has spoken to various financial communities such as the CFA Institute, as well as university students like his Alma mater, Biola University, where he received a bachelor of science in business and data analytics.
To learn more about True, visit his personal website, view his author profile on Amazon, or check out his speaker profile on the CFA Institute website.