08-06-2013, 12:26 PM
We use ADP Retirement Services for the work Roth/traditional 401k. I don't know if anyone else uses it but here is a free tip. Ben did an analysis of the funds you can invest in 2 years ago and these are the breakout %s he recommended for it based on aggressive growth:
MetLife Reliance Stable Value Fund - Class 50 3%
PIMCO Total Return Fund - Administrative Class 7%
BlackRock Equity Dividend Fund - Institutional Class 20%
Vanguard Institutional Index Fund - Institutional Class 7%
Fidelity Contrafund 13%
BlackRock U.S. Opportunities Portfolio - Institutional Class 12%
Prudential Jennison Small Company Fund - Class A 9%
Harbor International Fund - Investor Class 16%
Prudential Jennison Natural Resources Fund - Class Z 10%
Nuveen Real Estate Securities Fund - Class A 3%
We are redoing the plan for Rachael and I later this year so I may have him take another look at it. Pleased so far though, return rate from this time last year is 18.97%. Like Chris said pretty much everyone's plans are up right now because the market is killing it YOY
MetLife Reliance Stable Value Fund - Class 50 3%
PIMCO Total Return Fund - Administrative Class 7%
BlackRock Equity Dividend Fund - Institutional Class 20%
Vanguard Institutional Index Fund - Institutional Class 7%
Fidelity Contrafund 13%
BlackRock U.S. Opportunities Portfolio - Institutional Class 12%
Prudential Jennison Small Company Fund - Class A 9%
Harbor International Fund - Investor Class 16%
Prudential Jennison Natural Resources Fund - Class Z 10%
Nuveen Real Estate Securities Fund - Class A 3%
We are redoing the plan for Rachael and I later this year so I may have him take another look at it. Pleased so far though, return rate from this time last year is 18.97%. Like Chris said pretty much everyone's plans are up right now because the market is killing it YOY
Posting in the banalist of threads since 2004
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks