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Find my Coventry Resources, Llc 401(k) plan

Coventry Resources, Llc offers THE COVENTRY 401K RETIREMENT PLAN through Fidelity. Their plan covers 188 employees.

Updated on Feb 20, 2025

Coventry Resources, Llc 401(k) plan information

Coventry Resources, Llc’s 401(k) provider
Plan name
THE COVENTRY 401K RETIREMENT PLAN
Phone number
Fax number
Hours of operation
Monday - Friday: 8:30am - 12am EST, No weekend hours
Address
PO Box 770002, Cincinatti, OH, 45277-0090
To log in and access your Coventry Resources, Llc 401(k) plan online, visit the Fidelity website website and enter your username and password, or use the forgot login feature to reset your credentials. If you don't have login credentials, try registering as a new user.
If you have a 401(k) plan through Coventry Resources, Llc at Fidelity and no longer work there, you have a few options. You can leave it with Fidelity, roll it over into an individual retirement account (IRA), roll it over into a new 401(k), or withdraw the funds (may incur tax penalties).

How to roll over your Coventry Resources, Llc 401(k)

Rolling over your Coventry Resources, Llc 401(k) into an IRA is a great way to keep track of your retirement savings and make sure you’re in control, not your former employer. There are three steps to rolling over a Coventry Resources, Llc 401(k):

  1. Confirm a few key details about your Fidelity 401(k) plan
  2. Decide which IRA you want to move your Fidelity 401(k) to
  3. Initiate your rollover with Fidelity
  4. Get a check in the mail and deposit it into your new IRA account
  5. Make sure your funds are being invested properly

If you’re uncomfortable handling the rollover process on your own, Capitalize offers a seamless, online 401(k) rollover service to help you from start to finish.

Easily roll over your Coventry Resources, Llc 401(k) plan

Our experts can help you easily find and move your 401(k)s into an IRA of your choice. Take control of your retirement.

How to withdraw your Coventry Resources, Llc 401(k)

Withdrawing, or cashing out, your Coventry Resources, Llc 401(k) may provide liquidity, though it can come with significant tax implications and penalties, potentially hampering your retirement savings growth. If you have explored other options, like a 401(k) rollover or loan, and decided to withdraw, the process only involves a few steps: Determine how much of your Coventry Resources, Llc 401(k) you’d like to cash out.

  1. Call or contact your Coventry Resources, Llc 401(k) plan administrator.
  2. Request that your account be liquidated in the amount of your choosing.
  3. Have the administrator send the requested cash-out amount to via paper check or ACH transfer.
  4. Wait a few days to receive the money.

Remember, cashing out should typically be reserved for emergency circumstances. Capitalize can help you roll over your Coventry Resources, Llc 401(k) instead, saving you from tax implications and penalties.

Coventry Resources, Llc 401(k) plan details

Coventry Resources, Llc offers THE COVENTRY 401K RETIREMENT PLAN through Fidelity. Their plan covers 188 employees.

Coventry Resources, Llc
Coventry Resources, LLC, also known as Coventry First LLC, is a prominent company specializing in the secondary market for life insurance policies. Founded in 2005 and headquartered in Fort Washington, Pennsylvania, Coventry First has become a leading provider of life settlement services globally. The company offers individuals an opportunity to sell their existing life insurance policies for an amount higher than their surrender value but lower than the death benefit. By purchasing these policies at a discounted rate from policyholders who no longer need or can afford them, Coventry First creates investment opportunities for institutional investors seeking consistent returns. Over the years, Coventry First has built a strong reputation by effectively managing transactions between sellers and buyers while ensuring compliance with applicable regulations. They have developed sophisticated underwriting processes and analytics tools to assess policy values accurately based on factors such as age, health status, premiums paid-to-date, and carrier ratings. By promoting transparency and trust within the industry through fair practices and ethical standards upheld by its team of experienced professionals specialized in finance and insurance fields.
Headquarters
7111 VALLEY GREEN ROAD, FORT WASHINGTON, PA 19034
Phone number
215-836-8319
Contact
AMY MURPHY
EIN
81-0666201

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