Find an old Willis Towers Watson US 401(k)

Who to contact about an account in each of the 3 Willis Towers Watson US plans, from the filings. Free, no sign-up, no Social Security number.

Willis Towers Watson Savings Plan for U.S. Employees

Willis Towers Watson US LLC · Plan 005 · EIN 53-0181291 · Arlington, VA

Active · plan year 2024 filing401(k)
Plan administratorWillis Towers Watson US LLC
800 North Glebe Road, Arlington, VA 22203
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CompanySchedule C ↗
Former employees with balances8,586 separated participants still had money in the planForm 5500 ↗

Lifesight Pooled Employer Plan

Willis Towers Watson US, LLC · Plan 101 · EIN 53-0181291 · Arlington, VA

Active · plan year 2024 filing401(k)
Plan administratorWillis Towers Watson US, LLC
800 Glebe Road, Floor 10, Arlington, VA 22203
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances293 separated participants still had money in the planForm 5500 ↗

Willis Towers Watson Pension Plan for U.S. Employees

Willis Towers Watson US LLC · Plan 004 · EIN 53-0181291 · Arlington, VA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorWillis Towers Watson US LLC
800 North Glebe Road, Floor 10, Arlington, VA 22203
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances8,730 separated participants still had money in the planForm 5500 ↗

Willis Towers Watson US 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 Willis Towers Watson US 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Willis Towers Watson US LLC, (703) 258-8000. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.

What is the Willis Towers Watson US 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (703) 258-8000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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