Home
Forums
New posts
Search forums
What's new
New posts
Latest activity
Members
Current visitors
Log in
Register
What's new
Search
Search
Search titles only
By:
New posts
Search forums
Menu
Log in
Register
Install the app
Install
Home
Forums
Brown Cafe UPS Forum
UPS Discussions
401(k) questions
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser
.
Reply to thread
Message
<blockquote data-quote="jasar13" data-source="post: 222320" data-attributes="member: 7722"><p>I see nothing saying you have to have a minimum in your 401K to open a Self Managed Account. I don't believe that is true. </p><p> </p><p>After you log in to the 401k site either:</p><p>1. under the Select An Option drop down click on UPS Savings Plan OR</p><p>2. Under My Retirement Plans click on the UPS Saving Plan link</p><p> </p><p>On the next page click on FORMS at the top.</p><p>Choose #7 SMA Application Form.</p><p> </p><p>The .pdf file tells you all about the SMA process.</p><p> </p><p>File out the form and submit it to open a Self Managed Account. It took about 3 weeks from the time I submitted the paperwork for me to be able to trade in my SMA account.</p><p> </p><p>Good luck.</p></blockquote><p></p>
[QUOTE="jasar13, post: 222320, member: 7722"] I see nothing saying you have to have a minimum in your 401K to open a Self Managed Account. I don't believe that is true. After you log in to the 401k site either: 1. under the Select An Option drop down click on UPS Savings Plan OR 2. Under My Retirement Plans click on the UPS Saving Plan link On the next page click on FORMS at the top. Choose #7 SMA Application Form. The .pdf file tells you all about the SMA process. File out the form and submit it to open a Self Managed Account. It took about 3 weeks from the time I submitted the paperwork for me to be able to trade in my SMA account. Good luck. [/QUOTE]
Insert quotes…
Verification
Post reply
Home
Forums
Brown Cafe UPS Forum
UPS Discussions
401(k) questions
Top