401k- Pension Roll Over to a C-Corp.
Greetings- question in regards to roll overs to C Corp. This is not a ROBS, it more to an established C Corp. My understanding is that there has to be a valuation of the stocks in order to roll over my 401k and Pension... the FA that I am currently talking to, wants to validate the stock before rolling over the money? Is this a common thing? Also, he said that he needs to amend the document so that I can become an employee as soon as I roll over the 401k and Pension? Is all of this needed to roll it over. My financial institution just told me, “ just tell us you want us to send the check to?” Any advise?