Rollover 401k questions.?
Rollover 401k questions.?
I have a pre tax 401k through my employer that has very little funds to choose from and also has high expense ratios for each of the funds. I want to roll it over to Vanguard into a form of a traditional ira and take advantage of the vast amount of funds and low expenses. My plan only allows me to rollover once a year.
My question is if I were to go through with this would I want to keep my funds with my current employer diversified as they are now which is very aggressive with about three equity funds, or should I tame it down abit since Im going to roll it over only once a year? Also would it be even worth it to roll them over since I'll only be able to do it once a year and not be able to take advantage of dollar cost averaging in my vanguard fund? I already have a roth ira. My difference in expense ratios between the employer plan and the vanguard traditional ira plan is close to 2.5%
Answers:
2011-02-28 15:39:59
2011-02-28 19:03:45
cainvest1: Most plans do not allow you to rollover from a 401k plan into an IRA until you leave the firm. Talk to your HR department and ask why they have funds with high expense ratios. Suggest they add a self-directed brokerage option so you could choose your own funds.
2011-02-28 20:05:27
2011-03-02 03:30:48