IBEW LOCAL 968 PENSION FUND

  • Address: 1845 7TH STREET,PARKERSBURG,WV
  • Contact person: KENDRICK TEMPLETON
  • Phone: (304) 485-7412

IBEW LOCAL 968 PENSION FUND has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of IBEW LOCAL 968 PENSION FUND is $57,883,899.00.This plan was established in 1970.

At the end of 2022, the total number of retirement plan participants in IBEW LOCAL 968 PENSION FUND is 421

In 2022, the average participant retirement account value for IBEW LOCAL 968 PENSION FUND is $137,491.00

In 2022, the estimated average employee contribution amount per participant for IBEW LOCAL 968 PENSION FUND is $25.00

In 2022, the estimated average employer match for an employee in IBEW LOCAL 968 PENSION FUND is approximately $5,460.00

In 2022, IBEW LOCAL 968 PENSION FUND allocates $2,298,887.00 to match its employees' contributions, providing an employer match rate of 21894.16% of their contributions

In 2022, the total retirement plan asset growth rate of IBEW LOCAL 968 PENSION FUND is -23.57%

In 2022, the estimated aggregate retirement account investment gain/loss for IBEW LOCAL 968 PENSION FUND is -18.45%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of IBEW LOCAL 968 PENSION FUND is 0.23%.

Articles on Retirement Plans

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...