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Re: 401(k) Company Match[ Message Board ] [ Archives ] [ Search ] Posted by Mark on January 18, 2007 at 22:53:28: In Reply to: 401(k) Company Match 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) : 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 Hi SPS, 1) Since it is downloading as a single transaction, you would have to separate it out manually if that is the way you want to record it. You could edit the downloaded transaction for your contribution, and then add another transaction for the employer's contribution. You might also want to even put the employer's contribution in another investment, even though it is in the same fund. 2) There really isn't such a feature in Fund Manager. If you'd like, you could use either the asset type or investment goal categories. You could create one called vested, and another called non-vested. You could assign this employer contributed investment to 20% vested, and 80 non-vested. You can report/graph by asset type and investment goal. When your vesting percentage changes you could just change these assignments. This way you wouldn't have to re-enter any transactions or anything. Just an idea... Thanks,
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