Thank you! I have messaged Schwab to hopefully correct my error. Sincerely appreciate the advice! It's unfortunate that Vanguard was not able to correct my misunderstanding. Perhaps it was because of how I posed the question.
Use the same sequence # when amending your plan from Vanguard to Schwab. Consider calling Schwab to correct this.
“CYCLE 3” is not the sequence #. That means that your plan agreement is from IRS CYCLE 3, the 2020-2022 IRS-mandated restatement cycle.
Statistics: Posted by scoothome — Sun Apr 28, 2024 11:04 pm