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Brown Cafe UPS Forum
UPS Retirement Topics
Left UPS keep 401k with compay?
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<blockquote data-quote="Jones" data-source="post: 1082752" data-attributes="member: 4805"><p>I dunno Dave, that sounds like something your broker told you. What you should do is compare your returns over the last year to what they would have been if you hadn't re-balanced. Or just compare them to what they would have been if you left everything in the S&P 500 index (which also has the lowest expense ration). There are good reasons for re-balancing, but I bet what your guy is doing is just getting you in the habit of re-balancing every year so that once you roll everything over into his account he can really start cleaning up.</p></blockquote><p></p>
[QUOTE="Jones, post: 1082752, member: 4805"] I dunno Dave, that sounds like something your broker told you. What you should do is compare your returns over the last year to what they would have been if you hadn't re-balanced. Or just compare them to what they would have been if you left everything in the S&P 500 index (which also has the lowest expense ration). There are good reasons for re-balancing, but I bet what your guy is doing is just getting you in the habit of re-balancing every year so that once you roll everything over into his account he can really start cleaning up. [/QUOTE]
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Left UPS keep 401k with compay?
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