How to get statement from previous 401k provider

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ahnooie
Posts: 12
Joined: Thu Oct 11, 2012 7:56 pm

How to get statement from previous 401k provider

Post by ahnooie » Thu Jan 11, 2018 1:39 pm

My employer switched 401k providers, once a quarter I always login to my 401k website and download the transactions into Quicken... but I couldn't for the last quarter 2017 Q4, because my old 401k account stopped working after the provider switched over. Unfortunately my old 401k didn't provide a final statement (I would expect one final statement with an ending balance of zero), I can't login to the old 401k website to get the transactions because my account doesn't exist. My HR department says I need to call the old 401k to get a statement. When I call the old 401k the rep said she can't help because I "no longer have an account" with them. What's the best way to get a hold of that last statement or get a list of the final quarter transactions?

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