If you were auto-enrolled in your employer's 401(k) and you missed the deadline for opting out, it may be possible for you to request a refund of your contribution or get your money back in some cases.
Who is eligible for a refund?
Your 401(k) must allow refunds of auto-enrollment contributions.
You must also request a refund within 90 days of your first automatic contribution.
Check the Summary Plan Description under My Documents to see if your 401(k) plan allows refunds.
Stop future contributions
Go to octavewealth.com/resetRequest or click Forgot password? on the login page to get a new enrollment email.
The email address associated with your account can either be your personal email or work email. It sometimes ends up in spam so make sure to check your spam folder.
Enter your email and click Request Link.
A new enrollment email will be sent to you immediately.
Click the link in the email.
Create your account and click Opt Out.
How to request a refund
See How do I take money out of my OctaveWealth account? for instructions on how to withdraw from your OctaveWealth account.
Important notes
Make sure you stop future contributions.
Auto-enrollment refunds cannot be rolled over to another retirement account.
Refunds are only allowed if it's within 90 days of the first auto-enrolled contribution.