Re: Transferring Assets
They did the same thing to us last year. As a matter of fact, they moved one or two accounts at a time for just me. I wanted everything moved at once. You have to call them up and remind them. Sometimes, if you look they'll have one of your dates to be transferred way into the future. I would call and ask them what is happening. I did and it got the ball rolling. I had them transferred to Vanguard.
Vanguard is a great company, but it was MFS that was the problem.
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