Thread regarding Chevron Corp. layoffs

Vanguard to Fidelity

In case you didn't know it looks like Chevron is changing all of it's ESIP services from Vanguard to Fidelity. Vanguard has rock bottom costs so it will be interesting to see what Fidelity provides, but do this today:

  • record the expense ratios of the funds you have now in Vanguard

  • compare to the expense ratios provided by Fidelity after the change

If the costs are higher, HR better have their shields up for all manner of a** jumping. Ask where the Fidelity kickbacks, errrr, "consulting fees" are going within Chevron.

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| 13484 views | | 46 replies (last January 30, 2018) | Reply
Post ID: @OP+PoYwwqh

46 replies (most recent on top)

Anyone who currently has a Vanguard account is Doomed. Doomed!

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Post ID: @jsw+PoYwwqh

Checkout this brief rundown of Vanguard vs Fidelity- Motley Fool article from Feb 2017: https://www.fool.com/retirement/iras/2017/02/04/for-md-do-not-pub-vanguard-vs-fidelity-for-ira-acc.aspx

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Post ID: @qyj+PoYwwqh

I have accounts at Vanguard and Fidelity. I've been with Fidelity since 1992. My opinion of the two is that Fidelity has a vastly superior platform to Vanguard but Vanguard's fees for trading and mutual funds are much lower. As a personal note, I'm much closer to moving my Vanguard funds to Fidelity than vice-versa.

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Post ID: @pbu+PoYwwqh

Not a rumor it's true.

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Post ID: @mml+PoYwwqh

@ien, I too am retired from Chevron. This bit of news (rumor) is new to me, but if it's true, we retirees can take our retirement money anywhere we want. But, if we want want to remain in an ESIP arrangement of receiving the lowest expense ratios possible, I'm afraid we'd have to allow our portfolio to transfer over to Fidelity. We retirees could remain with Vanguard, but not as a 401k. Our account balance would be transferred to a Traditional IRA account with different expense ratios and different rules. If you are at least 59.5 years old, there wouldn't be as much to worry about, but if you are younger, you might as well let it transfer over to the Fidelity ESIP. Under an ESIP 401k, you will not be penalized by the IRS for early distributions, so long as you left Chevron in the year or after you turned 55. This news/rumor is interesting. I remember years ago when we had switched ESIP institutions from State Street Bank to Vanguard. When that happened, the employees actually came out better. One should expect if the rumor is true, employees (and hopefully retirees too) will come out with a better deal than what Vanguard offers.

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Post ID: @aya+PoYwwqh

If this is actually true, as a former CVX employee what options would I have to stay at Vanguard? I am quite satisfied with the investments I have now. CVX is not contributing to my 401k anymore. Not ready to do NUA yet on company stock this year.

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Post ID: @ien+PoYwwqh

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