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Brown Cafe UPS Forum
UPS Retirement Topics
Left UPS keep 401k with compay?
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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 1082696" data-attributes="member: 12570"><p>My Edward Jones guy has been very straightforward regarding the fees and commissions. I pay an annual $40 fee to have an account. The maximum sales charge is 5.75% (3.5% for balances over $100K) for Class A shares.</p><p></p><p>I have 6 years to make this decision. We have already rebalanced the 401k for 2012 and will do so again in 2013. There is no charge for doing this. We'll see how these annual rebalances work out before I make my decision. It would be nice to have someone else take care of this for me; however, if I can learn more about this I am sure that I could do it myself and save the commissions.</p></blockquote><p></p>
[QUOTE="UpstateNYUPSer(Ret), post: 1082696, member: 12570"] My Edward Jones guy has been very straightforward regarding the fees and commissions. I pay an annual $40 fee to have an account. The maximum sales charge is 5.75% (3.5% for balances over $100K) for Class A shares. I have 6 years to make this decision. We have already rebalanced the 401k for 2012 and will do so again in 2013. There is no charge for doing this. We'll see how these annual rebalances work out before I make my decision. It would be nice to have someone else take care of this for me; however, if I can learn more about this I am sure that I could do it myself and save the commissions. [/QUOTE]
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Left UPS keep 401k with compay?
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