ST Alpha - "ytd is not what to look at. You need to look at your Annual Fee Disclosure (it's also called the 404(a)-5 disclosure)." (Reading a Post)

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In response to "Old 401k doesn't cost me anything (that I can tell) and it's got a good set of investments available. " by colin

ytd is not what to look at. You need to look at your Annual Fee Disclosure (it's also called the 404(a)-5 disclosure).

Posted by decline (aka Decline) Oct 30 '13, 10:05

There may be plan expenses you are not aware of.

It will also list the expense ratio for each investment as both a percentage and a dollar figure per $1000 invested.

These are the items you'll want to compare with similar investment types in an IRA brokerage account.

Responses:

continued: Plans often have access to better funds than you can get at the retail level - example inside - decline Oct 30, 10:12 1
- ah, ok. that's good info, i didn't know that. -- nm - colin Oct 30, 10:39

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ytd is not what to look at. You need to look at your Annual Fee Disclosure (it's also called the 404(a)-5 disclosure).

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