MyPlanIQ ANONYMOUS_Thomson Reuters 401(k) Savings Plan

ANONYMOUS_Thomson Reuters 401(k) Savings Plan

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

Investment Menu Rating:

Investment Options
Total Available Funds: 2
Asset Class Ticker Description Rating
Others
Retirement Income LPRRX Lifepath Retirement Portfolio
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
Total Available Funds: 2
Asset Class Ticker Description Rating
Others
Retirement Income LPRRX Lifepath Retirement Portfolio
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund
Total Available Funds: 2
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Retirement Income LPRRX Lifepath Retirement Portfolio 21% 3 60 0 1.04% 4.58%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund 16% 3 60 0 NA 20.17%
Average Expense Ratio: 1.04%
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