Find an old Rfe/RL 401(k)

Who to contact about an account in each of the 2 Rfe/RL plans, from the filings. Free, no sign-up, no Social Security number.

Rfe/Rl, Inc. US Retirement Savings Plan

Rfe/Rl, Inc. · Plan 002 · EIN 52-1068522 · Washington, DC

Active · plan year 2025 filing403(b)
Plan administratorRfe/Rl, Inc.
1250 Connecticut Ave., NW Suite 400, Washington, DC 20036
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CompanySchedule C ↗
Former employees with balances113 separated participants still had money in the planForm 5500 ↗

Rfe/Rl, Inc. Retirement Savings Plan for Non-U.S. Citizens in Overseas Locations (Excluding Czech Nationals)

Rfe/Rl, Inc. · Plan 003 · EIN 52-1068522 · Washington, DC

Terminated · plan year 2021 filing403(b)
Plan administratorRfe/Rl, Inc.
1201 Connecticut Ave NW, Suite 400, Washington, DC 20036
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Rfe/RL 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Rfe/RL 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Rfe/Rl, Inc., (202) 457-6941. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.

What is the Rfe/RL 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (202) 457-6941.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Rfe/RL and does not hold accounts. Not financial advice. Report a correction