Monthly Archive:: March 2014

Microsoft Corp. 401k Plan PSDS Scan 12-31-2013

Norfolk Southern 401k Updated Scan 12-31-2013

This Scan uses the 12-31-2013 Market data that was not available in January.  I just want to update the 3D scan to show the large difference when 2008 data are not in the 5yr period scanned.

A Diversified Portfolio Design PSDS Scan 12-31-2013

Chemed Corp. 401k Plan PSDS Scan 12-31-2013

Cummins, Inc. 401k Plan PSDS Scan 12-31-2013

A Diversified Roth Portfolio PSDS Scan 12-31-2013

This is an actual Roth portfolio that was designed to use diversification to reduce the volatility risk of the portfolio. It is described in a Technical Note I am working on that will be posted this summer.

Charles Schwab 401k Plan PSDS Scan 12-31-2013

Watson Pharmaceuticals 401k PSDS Scan 12-31-2013

Ensco plc 401k Plan PSDS Scan 12-31-2013

General Mills 401k Plan PSDS Scan 12-31-2013

Effective January 1, 2013 the 401k Plan added Target Date Retirement Funds that in the Scan are represented by BlackRock Target Date Funds. I found no employee asset allocation data this year.