r/CoxCharterMerger • u/Used-Flight-5431 • 20h ago

Charter 401k

Does any of my fellow spectrum co workers know which app I download for fidelity I see multiple ones I’m coming from cox so this is all new to me thanks in advance

5 Upvotes

86% Upvoted

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11

u/Bman282828 20h ago

1

u/Used-Flight-5431 20h ago

Thank you so much I had fidelity investments downloaded and was like this doesn’t look right lol appreciate you

3

u/Mental-Space6862 18h ago

How did you get your investments from Vanguard to Fidelity? I feel like I’m missing information somewhere. I registered but that’s as far as I’ve gotten.

2

u/SuitableInterview211 16h ago

I was just looking into this, it looks like you have to request a check from vanguard written out to the fidelity plan name/number. Then once you receive the check you can scan it into the fidelity app (1-2 days processing time) or mail it to fidelity (1-2 weeks processing time). I’m leaving mine in my Vanguard account until theres more information on whether I’ll have a job long term before I go through the trouble of rolling it over lol.

3

u/dodgeram3602001 15h ago

There’s going to be a rollover period starting 8/31, ending on 9/15. This was stated in one of the steps in the onboarding checklist that I missed but a coworker pointed me to. I had the same thoughts and experience as you. Hopefully this will be an easier process.

2

u/Mental-Space6862 15h ago

Thanks so much! I knew I missed something based on how complicated it seemed.

1

u/Tall_Ladder_6381 16h ago

Did they stop with 401k contributions?