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Brown Cafe UPS Forum
UPS Retirement Topics
Left UPS keep 401k with compay?
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<blockquote data-quote="oldngray" data-source="post: 1083382" data-attributes="member: 45230"><p>I combined my UPS 401k, another IRA, and my other investment accounts all to the same bank. I get lower fees and the higher balances make me a prefferred customer where I also get several free extra perks. And I have the flexibility to invest however I feel like and its much simpler for me to manage my accounts all from the same bank. I did diversify and moved more money into bonds and did other things to manage my account. I did mostly have my money in the S&P index fund at UPS and while it did perform well, I was paying maintenance fees for an unmanaged index fund. And I pay lower fees now.</p></blockquote><p></p>
[QUOTE="oldngray, post: 1083382, member: 45230"] I combined my UPS 401k, another IRA, and my other investment accounts all to the same bank. I get lower fees and the higher balances make me a prefferred customer where I also get several free extra perks. And I have the flexibility to invest however I feel like and its much simpler for me to manage my accounts all from the same bank. I did diversify and moved more money into bonds and did other things to manage my account. I did mostly have my money in the S&P index fund at UPS and while it did perform well, I was paying maintenance fees for an unmanaged index fund. And I pay lower fees now. [/QUOTE]
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Left UPS keep 401k with compay?
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