Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Not to get into a debate over it, but Fidelity, Vanguard, T. Rowe Price, Strong, U.S. Bank, M&I Bank, KeyCorp (until they exited the business), Nationwide, NY Life, and TransAmerica do not charge fees....

I don't believe MFS charges one either (but I'm not sure about that).

I've heard about the alleged DOL ruling, but haven't ever seen anyone produce it. In any event, "timing" of a distribution becomes a 411(d)(6) protected benefit, so, while plan sponsors may voluntarily include that provision in a plan, once it is included, it become an ERISA right (as embodied in the code).

We don't, and won't charge a fee (and I work for one of the companies listed above)...
Print the post  


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.
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.