No. of Recommendations: 0
I am planning to rollover my company's pension to Fidelity. My previous pension group had a graduated vesting schedule, which I want to keep. (i.e. if an employee quit after a year, they only kept 20 % of the money. If they quit after 2 years, they only kept 40% of the money, etc.) Can any recommend a good, inexpensive pension planner to handle the paperwork? Fidelity recommended Penserve - has anyone heard of this?
Print the post  


The Retire Early Home Page
Discussion on accelerating retirement day.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.