Tuesday, January 6, 2009

Went to Fidelity to set up my IRA. All set up, now all it needs is money.
1. I should receive paperwork to transfer the 401K to the IRA by 1/8.
2. I should receive paperwork to transfer the lump sum pension to the IRA by the end of January.

Funds will probably transfer from the 401K by 2/1 and by 3/1 or later on the pension.

Met with Chris Kelliher. He will keep about $100M in liquid money market and balance in mutual funds with an emphasis in growth stocks.

I am no longer active in the 401K but my last paycheck deductions are not reflected in the account. Will have to see if the deductions are reflected in next day or so, otherwise I need a refund from CIT. About $900.

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