401(k) Company Match

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Posted by SPS on January 18, 2007 at 15:40:27:

I'm in the last phase of my evaluation (hoping to buy a license soon). I have a new 401(k) account with employer match upto certain percentage. Here are a couple of questions --

1. The transactions that I download from the site shows only 1 transaction for my contributions and employer match. For example, 125 shares of X fund for $10 = $1250 instead of

100 shares of X fund for $10 = $1000 (my contribution)
25 shares of X fund for $10 = $250 (employer match)

Is there any easy way for me to track it this way? Do I need to manually enter the transactions? Please note that I have zero cost for the employer match.

2. Also, in the reports is there any easy way to report only vested value? Although there is a company match at this point I'd have say 20% vested in an year time. So till then I don't want to see company's contributions in the reports/graphs. After that point I'd like to see 20% of those contributions (in reports/graphs).

Thanks in advance.

- SPS

Replies:

• Re: 401(k) Company Match Mark 22:53:28 01/18/07 (4)
  • Re: 401(k) Company Match SPS 10:35:15 01/19/07 (3)
    • Re: 401(k) Company Match Mark 11:10:48 01/19/07 (2)
      • Re: 401(k) Company Match SPS 11:31:25 01/19/07 (1)
        • Re: 401(k) Company Match Mark 11:39:20 01/19/07 (0)