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401k, 403b plan

New York Life Agents Progress-Sharing Investment Plan

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Plan was created by bmurphy on 1/9/2019.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 1/9/2019 10:57:36 PM
Proxied 4 assets with insitutional shares (slightly higher expense ratios - 0.1%/yr.). Funds proxied: MTODX, ACZTX, MAWDX, PFRSX.

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TRANSACTIONS investment options help
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NameTickerActionDate 
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXwas added by bmurphy1/9/2019Remove
Mainstay Epocj U.S. All Cap Fund Class R6was added by bmurphy1/9/2019Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by bmurphy1/9/2019Remove
Fidelity Mid Cap IndexFSMDXwas added by bmurphy1/9/2019Remove
MainStay Epoch U.S. Small Cap Fund Class IMOPIXwas added by bmurphy1/9/2019Remove
AMG Managers Silvercrest Small Cap Zwas added by bmurphy1/9/2019Remove
Fidelity Small Cap IndexFSSNXwas added by bmurphy1/9/2019Remove
MainStay International Equity Fund Class IMSIIXwas added by bmurphy1/9/2019Remove
Fidelity Global ex U.S. IndexFSGGXwas added by bmurphy1/9/2019Remove
Principal Real Estate Securities Fund R6was added by bmurphy1/9/2019Remove
MainStay Retirement 2010 Fund Class IMYRIXwas added by bmurphy1/9/2019Remove
MainStay Retirement 2020 Fund Class IMYRTXwas added by bmurphy1/9/2019Remove
MainStay Retirement 2030 Fund Class IMRTIXwas added by bmurphy1/9/2019Remove
MainStay Retirement 2040 Fund Class IMSRYXwas added by bmurphy1/9/2019Remove
MainStay Retirement 2050 Fund Class IMSRMXwas added by bmurphy1/9/2019Remove
Mainstay Income Builder Fund Class R6was added by bmurphy1/9/2019Remove
Fixed Dollar Optionwas added by bmurphy1/9/2019Remove
BlackRock High Yield Bond Portfolio Class KBRHYXwas added by bmurphy1/9/2019Remove
MFS Value Fund Class R6MEIKXwas added by bmurphy1/9/2019Remove
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