I retired at the end of January and because of technical issues (multiple tickets opened) alight only made my pension docs available this week. I had started the whole process in Aug/24. The docs say I will receive first pension June 1st. I contacted them again and said I want my lump sum since it was vested and I will manage with another company as I can’t afford to wait that long. They told me once I turned retirement age you no longer have the option to roll it. Is Alight correct? I thought that was my retirement monies
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That's correct, if you are vested and >55 you can no longer take it all out. you where eligible to do it until >54.99999