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401k Plan - Self Managed Account
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<blockquote data-quote="gumbybros" data-source="post: 107471" data-attributes="member: 796"><p>Does anyone out there have experience with a self managed account in their 401k? I have one, and all of the annual reports for the stocks I own come to me via a link in an email, rather than being physically mailed to me. I don't want to stare at a computer monitor trying to understand all the financials, so I tried to get them to start mailing them to me. According to my info, each company sends the literature to the brokerage house that holds the stock certificates, which is State Street Bank & Trust. Then, it is their responsibility to forward them to the shareholder. I asked the folks at State Street to mail them and they just acted stupid (which is scary in itself). So, is anyone getting annual reports mailed to their house, or is electronic delivery the only way our plan will send them out?</p></blockquote><p></p>
[QUOTE="gumbybros, post: 107471, member: 796"] Does anyone out there have experience with a self managed account in their 401k? I have one, and all of the annual reports for the stocks I own come to me via a link in an email, rather than being physically mailed to me. I don't want to stare at a computer monitor trying to understand all the financials, so I tried to get them to start mailing them to me. According to my info, each company sends the literature to the brokerage house that holds the stock certificates, which is State Street Bank & Trust. Then, it is their responsibility to forward them to the shareholder. I asked the folks at State Street to mail them and they just acted stupid (which is scary in itself). So, is anyone getting annual reports mailed to their house, or is electronic delivery the only way our plan will send them out? [/QUOTE]
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