RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)

from The Rob Berger Show · host Rob Berger

Vanguard has announced that it is selling 280,000 small business retirement plans to Ascensus. The transaction covers individual 401(k) plans, sometimes called Solo 401(k)s, Multi-SEP IRAs, and Simple IRAs, but not individual SEP IRAs.Here's my take on what's going on, your options, and what this means for Vanguard.Press Release: https://www.prnewswire.com/news-relea...Ascensus Fees: https://www.ascensus.com/solutions/re...Fidelity Solo 401(k): https://www.fidelity.com/retirement-i...Schwab Solo 401(k): https://www.schwab.com/small-business...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

Vanguard has announced that it is selling 280,000 small business retirement plans to Ascensus. The transaction covers individual 401(k) plans, sometimes called Solo 401(k)s, Multi-SEP IRAs, and Simple IRAs, but not individual SEP IRAs. Here's my take on what's going on, your options, and what this means for Vanguard. Press Release: https://www.prnewswire.com/news-relea... Ascensus Fees: https://www.ascensus.com/solutions/re... Fidelity Solo 401(k): https://www.fidelity.com/retirement-i... S...

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RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)

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This episode was published on October 28, 2024.

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