Re: 401(k) Company Match

[ Message Board ] [ Archives ] [ Search ]

Posted by SPS on January 19, 2007 at 11:31:25:

In Reply to: Re: 401(k) Company Match posted by Mark on January 19, 2007 at 11:10:48:

: : Hi Mark,

: : For #1 above, can you please guide me as how can I enter a buy transaction at no cost to me. As the company is matching here at no cost to me.

: : Thanks,

: : - SPS

: Hi SPS,

: When recording the buy transaction, just enter the "Value" and "Price" at $0, and enter the number of shares acquired. It is perfectly fine to buy shares at a $0 cost.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

Great! For #2, can I hide the investment (assuming I have the company match as a seperate investment) in the reports as I don't have any of it vested yet. If not, it would be a nice feature to have it based on the vesting percentages. That could give an accurate representation what are the exact dollars you have that are truly yours in a 401(k) account.

Thanks,

- SPS

Replies:

• Re: 401(k) Company Match Mark 11:39:20 01/19/07 (0)