Her 401(k) Contributions Vanished—and Her Company Had No Answers (#397)

24/10/2025 33 min Temporada 13 Episodio 397
Her 401(k) Contributions Vanished—and Her Company Had No Answers (#397)

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Episode Synopsis

Dan's wife, Amanda, had more than $50,000 withheld from her 401(k) plan. This wasn't money that was a match. It was her money. She was recently featured in a Wall Street Journal story on 401(k) theft. Scott and Dan discuss the story.  Her 401(k) Contributions Vanished—and Her Company Had No Answers (WSJ) Search 401(k) Form 5500 Filing Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).