Day 71: Client Work and 401k Rollover

It’s Friday, so I get to send in my invoice. It also means there are work items that are supposed to be closed out. Today, I got to work on getting that done.

There are two nice things, though. First, I stopped doing the daily log and no one cared. It’s making things a lot easier, especially when it comes time to send in the invoice, if I don’t have to have the times and work items written down to the nearest 15 minutes.

Second, the project manager who came up with that idea has been gone the entire week. The new project manager also wasn’t around, but so far, things have been a lot less stressful. The guy leading the calls is more of a technical manager.

He understands that tasks can’t be estimated by taking the number of tasks divided by the number of days and saying each task gets so many hours. The daily calls are also going quicker. We don’t have to tell a minute-by-minute account of everything we did.

Unrelated, I rolled over a previous employer 401k today. I got an email about my account being below the minimum, despite my account was over $100 more than the minimum. Still, I kind of wanted to roll it over anyway so I could contribute to it again.

For some reason, I couldn’t stop thinking about it today. I figured I should just do it now since April 1st was the deadline to do something with it based on the email I got. I rolled it over from Fidelity to Vanguard.

It wasn’t as hard as I thought it was going to be. Googling it brings up a bunch of sites talking about calling people and filling out forms. I really wasn’t looking forward to that. Vanguard let me do everything online, and then ended up giving me a letter to send in to Fidelity that gave them instructions on what to do.

I went back to Fidelity’s site and did their whole online chat thing to figure out where the letter was supposed to go. The guy I was chatting with told me I had to call in to request the rollover and gave me the number. When I called in, I basically just said I wanted to roll it over and then confirmed it, and the lady said a check would be mailed to me.

However, the check wouldn’t be cashable by me. Instead, it would have to be cashed by Vanguard, and when I get the check, I follow the instructions Vanguard included in the letter. It’s a fairly easy process, but if Fidelity would send everything directly to Vanguard, it would have been even easier.