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TimL
 
 
 
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    June 18, 2014
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Changing to Fidelity SIMPLE IRA from 401k

I am a small business owner frustrated with my 401k TPA and financial advisor. I want to switch back to a Fidelity SIMPLE IRA for myself and all of my employees (6) and manage it ourselves. Another financial planner told me it is legal to switch from 401k to SIMPLE mid-year, but your form says it cannot be done in the same year. Which is true?
3 months ago
by
TimL
 - Minneapolis, MN, USA
 
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