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Find my Institutional Shareholder Services 401(k) plan

Institutional Shareholder Services offers INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) through T Rowe Price. Their plan covers 571 employees.

Updated on Feb 04, 2025

Institutional Shareholder Services 401(k) plan information

Institutional Shareholder Services’s 401(k) provider
Plan name
INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K)
Phone number
Fax number
Hours of operation
Monday - Friday: 7am - 10pm EST, Automated voice response system available 24/7
Address
P.O. Box 17215, Baltimore, MD, 21297
To log in and access your Institutional Shareholder Services 401(k) plan online, visit the T Rowe Price 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 Institutional Shareholder Services at T Rowe Price and no longer work there, you have a few options. You can leave it with T Rowe Price, 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 Institutional Shareholder Services 401(k)

Rolling over your Institutional Shareholder Services 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 Institutional Shareholder Services 401(k):

  1. Confirm a few key details about your T Rowe Price 401(k) plan
  2. Decide which IRA you want to move your T Rowe Price 401(k) to
  3. Initiate your rollover with T Rowe Price
  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 Institutional Shareholder Services 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 Institutional Shareholder Services 401(k)

Withdrawing, or cashing out, your Institutional Shareholder Services 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 Institutional Shareholder Services 401(k) you’d like to cash out.

  1. Call or contact your Institutional Shareholder Services 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 Institutional Shareholder Services 401(k) instead, saving you from tax implications and penalties.

Institutional Shareholder Services 401(k) plan details

Institutional Shareholder Services offers INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) through T Rowe Price. Their plan covers 571 employees.

Institutional Shareholder Services
Institutional Shareholder Services (ISS) is a leading global provider of proxy voting solutions, corporate governance research and analytics services to corporations, financial institutions, asset managers and other institutional investors. Founded in 1985 as Innovest Investment Research Corporation by entrepreneur Robert A.G. Monks and two partners, ISS quickly became the largest independent provider of proxy voting advice to institutional investors. In 1998 the company was acquired by RiskMetrics Group (now MSCI), where it continued to grow rapidly over the next decade through strategic acquisitions such as ProxyMonitor in 2004 and The Corporate Library in 2007. ISS now serves more than 3,500 clients worldwide and many of its products are used widely across the investment community due to their history of accuracy, impartiality and industry-leading tools for analyzing companies’ corporate governance practices.
Headquarters
1177 AVENUE OF AMERICA, 2F, NEW YORK, NY 10036
Phone number
646-680-6306
Contact
YSA FELIX
EIN
61-541449

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