The Motley Fool Discussion Boards
Investing/Strategies / Retirement Investing
|Subject: Re: Dividend Distributions and 401K||Date: 12/24/1999 5:22 PM|
|Author: Bobbcat||Number: 16851 of 75375|
Depending on the way the trustee/custodian does the accounting valuation for the plan there may not be a way to "show you the transactions".
The capital gains transactions may not be specifically posted to your specific account if the dividends are used to increase unit value. Suggestion: Would you feel more comfortable if you could see the capital gains cash receipt & reinvestment transactions posted to the "commingled trust account" which holds all the assets of all the participants?
I know from other posts that you are trying to get an explanation from your custodian of the methodology used and are coming up against a brick wall.
|Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|