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Brown Cafe UPS Forum
UPS Union Issues
The union and the financial advisor
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<blockquote data-quote="Sammie" data-source="post: 177112" data-attributes="member: 8657"><p>Even if you are satisfied with your financial guy, do shop around. Not all doctors are aware of the different procedures, meds, within their field; financial planners are the same.</p><p> </p><p>My existing planner advised me to keep my 401K with UPS. Told me I couldn't do better. </p><p> </p><p>I made an appt with someone else who told me of an institution that offers 12% of my 401k balance as a gift if I purchase an annuity with them with my 401k. </p><p> </p><p>For God's sake, ask around!!</p></blockquote><p></p>
[QUOTE="Sammie, post: 177112, member: 8657"] Even if you are satisfied with your financial guy, do shop around. Not all doctors are aware of the different procedures, meds, within their field; financial planners are the same. My existing planner advised me to keep my 401K with UPS. Told me I couldn't do better. I made an appt with someone else who told me of an institution that offers 12% of my 401k balance as a gift if I purchase an annuity with them with my 401k. For God's sake, ask around!! [/QUOTE]
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The union and the financial advisor
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