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Fidelity Investments 401K Services

Fidelity Investments 401K Services
Overall Rating: Product Rating: 4.0
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Easy to Get Useful Information

Written: Nov 27 '00

Product Rating: Product Rating: 5.0
Pros: Easy to get at information, web/phone/mail all work

Cons: None known
sbonds's Full Review: Fidelity Investments 401K Services
Fidelity understands how to do 401(k) administration right. The information I want is all available via the methods I want to use. Whether by phone, Internet, mail, or FAX, I can get up-to-date reliable information very easily.

My current balance is easy to retrieve. Even though I may have 401(k) accounts from multiple companies, they're all indexed by my SSN so Fidelity knows they are all mine, even though some of the companies may not even know the others also used Fidelity.

Changes and transfers are easy. Fidelity mails out quarterly reports with dollar and share values, along with the change in each.

I've had some true horrors with "Best of America" 401(k) plans, and some not-quite-so-horrible with others. Fidelity is by far the best I've seen.



Recommended:
Yes

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Epinions.com ID:
sbonds
Member: Steve Bonds
Reviews written: 19
Trusted by: 0 members

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