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Who do you use for your 401k / Roth, etc?

fuzzybabybunny

fuzzybabybunny

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My dad set up my retirement stuff when I was too young to understand it. He used Fidelity.

I have to mail them a physical check to contribute to my 401K. I'd much rather have something that is 100% electronic. Is it difficult to move these accounts to another company? I assume that people go for a place like Fidelity because it allows no-load mutual funds, no sales charges, or commissions on Fidelity Funds?
 
Most companies have in-house no-load mutuals to offer.

There are a number of companies and many places will sell you IRAs, including banks and credit unions.

My 401k is locked to the company my employer chooses since they offer a match. (they want to be able to write a single check for all employees they match for, thus they lock that down)

I like ING and Fidelity both alright.
 
I would go with Sharebuilder (CaptialOne 360) if you're willing to do more legwork yourself. My work 403b is through Fidelity.
 
Can we just have a stickied thread for this kind of information? I swear there's at least 5 of these threads a week.
 
If you set up a checking account at Fidelity, then you should be able to electronically move money to that, and from there to your 401k.

I use Vanguard and move money electronically in and out. It takes 2 days, but i can live with that.
 
I use scottrade for all my single stocks. I tried setting up a roth with them but I could not find an easy way to do it. I even call Scottrade and they were not help. Thinking of doing a roth through vanguard but would like to hear what others are doing.
 
Fidelity for everything, and its all electronic, I never send them physical mail for anything. Heck I even get my own personal banker I can call up at anytime, their service is BEYOND phenomenal.
 
T Rowe Price and Vanguard. Both seem good so far. I think it might be better to use multiple companies in case some shenanigans were to be discovered at one place you would not lose it all like Kevin Bacon. Actually i have no idea if he lost it all to Bernie Madoff but I know he is one of the victims of Bernie.

A lot of them can be added to your payroll for automatica ETF's to you retirement account. And no load is a must as as well low expense ratios.
 
Paychex for my current 401k

Fidelity for my IRAs and investment accounts

Ameriprise for my wifes IRAs and investment accounts. For some reason she likes her investment advisor at Ameriprise. She likes to pay the worthless advisor fees 😡.
 
DLeRium said:
how do you mail a check to contribute to your 401k? lol maybe i'm too young to understand but 401k was always just a cut of my paycheck....
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You open an IRA account, and send in the check with instructions to deposit it in the IRA account. Pretty much just like a checking deposit by mail.
 
Mermaidman said:
Do you have the Fidelity AmEx card and if you do, how is it? It's gotten some terrible reviews, but the 2% reward program is very attractive.
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I've used it for a couple years. I charge, the bill comes, I pay it, they give me 2%. Never needed any service from them.
 
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