Dear Fidelity

Jan 02, 2009 18:56

Dear Fidelity ( Read more... )

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Comments 7

firstfrost January 3 2009, 02:03:15 UTC
you send me a paper letter explaining that my email is bouncing. I am reasonably sure that I would have noticed if I had stopped getting ads for herbal supplements with punctuation and digits in their names.

I could only wish that getting spam meant that no legitimate mail is being bounced.

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chenoameg January 3 2009, 05:08:05 UTC
Why have you not rolled this account into another account somewhere else yet?

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nonnihil January 3 2009, 11:45:48 UTC
Which account?

The previous-employer 401k hasn't been rolled over anywhere else because I didn't have another 401k to roll it into, and besides it's free where it is and reasonably well-allocated.

My real IRA could conceivably move, but I liked the convenience of having it in the same place as my 401k. My ghostly mirror-world duplicate IRA cannot apparently be moved or destroyed by any earthly force, so I doubt it is rolling anywhere.

My current company's 401k is what I'm still trying to set up, because it somehow failed to automatically pop into existence when I started. It has to be with Fidelity because they're the 401k provider.

So there's not a whole lot of chance of any rolling happening just yet.

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narya January 3 2009, 16:52:45 UTC
I believe that you could, in principle, roll your old 401k over into your IRA. Given your current administrative woes it probably would only confuse things more.

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nonnihil January 4 2009, 00:05:55 UTC
Yeah, at least the last time Fidelity screwed up the IRA, there was no money in it. With real money on the line, I'd be better off taking it to Vegas.

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beth_leonard January 3 2009, 17:47:24 UTC
Ouch!!

Fidelity took over the management of the book-entry shares I have of Agilent stock. I keep meaning to dump those into my Schwab account but hadn't bothered yet because I haven't tracked down the basis yet. I hope it will not be difficult... but now at least I'm prepared.

--Beth

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