Featured Articles
MyPlanIQ
Introduces Free SAA Strategy
With the introduction of the SIB
(Simpler Is Better) porfolios, asset allocation is shown to be
critical as opposed to picking a particular fund or stock. MyPlanIQ is
making Strategic Asset Allocation strategies (buy and hold) free for
all registered users.
MyPlanIQ
Starts 401K Return League Table
The SIB
(Simpler Is Better) porfolios, are an ideal vehicle against which
to benchmark other plans. SIB shows that if you have funds in the right
classes, you should be able to achieve good returns with low risk. The
league table will give you the ability to see how plans perform against
each other and the SIB benchmark.
David Swensen's Six Asset Investment Plan
David Swensen, the Yale Endowment Manager, proposed this one size fits all model portfolio for individual investors. The major difference between this portfolio and other conventional portfolios is that it emphasizes international equities (including emerging market equities) as well as real estate investment.
Best of The Web
Big
401(k) Mistakes That Hurt Savings
A new look at retirement trends by the human resources consulting firm Hewitt Associates shows that both inertia and strategic mistakes take a toll when it comes to planning for a secure retirement.
Lawmakers Seek to Prevent Americans Outliving Savings
Lawmakers concerned that Americans may outlive their savings are looking at ways to make the money last through retirement.Finding
the Right Asset Mix
Fund Manager David Wright has generated steady, respectable returns by moving in and out of asset classes. These days, he's shunning stocks.
The Mystery Advisers
Many Brand Name advisers get strategic tips and tech support
from lower-profile firms. It is interesting to note that when you go to
the Brand name companies, you may be getting advice from smaller
boutique
Plan Investment Choices Ranking
Top 10 Plans With Best Overall Scores
| Plan Name | TAA 5Yr ReturTAA Moderate 5 Year Annual Return | Overall Score |
|---|---|---|
| WACHOVIA SAVINGS PLAN | 14% | 91% |
| WESTERN DIGITAL CORPORATION 401(k) PLAN | 10% | 90% |
| Polaris Electronics Inc 401K Plan | 15% | 90% |
| TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan | 14% | 88% |
| COMPUWARE CORPORATION ESOP/401(k) PLAN | 14% | 88% |
| Schwab OneSource Select List Funds | 17% | 88% |
| PROGRESS ENERGY 401(k) SAVINGS & STOCK OWNERSHIP PLAN | 12% | 87% |
| RETIREMENT SAVINGS PLAN OF BNY SECURITIES GROUP | 14% | 87% |
| EMC Corporation 401(k) Savings Plan | 12% | 86% |
| PS 401(k) PROFIT SHARING PLAN | 12% | 86% |