Author Topic: Solo 401k?  (Read 2874 times)

deltaecho

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Solo 401k?
« on: November 14, 2013, 04:25:54 PM »
Does anyone reading have experience with these?  Where did you put one?  were you happy with it?
thanks!

iamlindoro

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deltaecho

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Re: Solo 401k?
« Reply #2 on: November 14, 2013, 05:48:02 PM »
thanks, I don't know why I missed that in a search I did.  I'll be interested in hearing about your experience with Vanguard.

Justin234

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Re: Solo 401k?
« Reply #3 on: November 14, 2013, 06:17:19 PM »
I just posted my experience as of today. Haven't bought anything yet, but I seem to have it all set up.

SoCal

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Re: Solo 401k?
« Reply #4 on: November 14, 2013, 09:14:39 PM »
I researched this thoroughly this year.  Vanguard is a pain in the ass. No inbound rollovers allowed. Only mutual funds (not stocks/ETFs).  Huge 100 page application.

Schwab has been a piece of cake. 10 pages or so of docs. No fees. Accepts inbound rollover from corporate 401Ks. Fee free trading in Schwab ETFs - SCHB, SCHF lower expense ratios than Vanguard.


iamlindoro

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Re: Solo 401k?
« Reply #5 on: November 14, 2013, 09:22:27 PM »
I researched this thoroughly this year.  Vanguard is a pain in the ass. No inbound rollovers allowed. Only mutual funds (not stocks/ETFs).  Huge 100 page application.

Schwab has been a piece of cake. 10 pages or so of docs. No fees. Accepts inbound rollover from corporate 401Ks. Fee free trading in Schwab ETFs - SCHB, SCHF lower expense ratios than Vanguard.

There's 100 pages in the PDF, but only 20 or so to send back, everything else is amendments.  Andrew Justin and I just did Vanguard this month, it was a piece of cake.  We were both commenting in the other thread how it's been a smooth and fast process.

alanwbaker

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Re: Solo 401k?
« Reply #6 on: November 18, 2013, 10:10:15 PM »
I researched this thoroughly this year.  Vanguard is a pain in the ass. No inbound rollovers allowed. Only mutual funds (not stocks/ETFs).  Huge 100 page application.

Puzzling.  I rolled over my 401K to an IRA at Vanguard.  It was easy.  I also have a brokerage account there for stock.