ST Alpha - "Grrr. LYC FWP." (Reading a Post)

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Grrr. LYC FWP.

Posted by znufrii Aug 9 '17, 07:54

Apparently Fidelity, in its infinite wisdom, without any provision for it in the plan documents, has decided that it doesn't need to purchase shares with my monthly ESPP contributions if it isn't enough for at least one whole share, and will roll it over to the following month instead.

Responses:

that's actually a fairly common practice and it doesn't have to be in the plan documents -- nm - decline Aug 9, 08:04 4
- Huh. - znufrii Aug 9, 08:07 3
  - it depends on the underlying trading software used. As for the plan document/ERISA requirement, as long as the $$ are in the trust the funding - decline Aug 9, 08:10 2
    - Fine. Be that way. - znufrii Aug 9, 08:17 1
      - you can still bitch to them if it'll make you feel better -- nm - decline Aug 9, 08:18
Big, if true. -- nm - Spawn Aug 9, 07:56

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Grrr. LYC FWP.

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