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Re: Handling Vesting of 401(k) Accounts

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Posted by Mark on June 15, 1999 at 22:26:23:

In Reply to: Handling Vesting of 401(k) Accounts posted by James Neild on June 15, 1999 at 22:23:39:

: Hi,

: Is there any way that you can think of that I could deal with the stepped type vesting of investments that occurs in my 401(k)?

: I want to be able to get an approximate vested value at any particular point in time.

: Thanks,

: James

Hi James,
Do you track your 401K with a constant $1 share
price, or do you know that actual share price?
I don't have any particular suggestion, other
than to record a new purchase as you vest.
If your vesting happens in steps, this can
work for you.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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