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Ricoh 401(K) Savings Plan

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Plan was created by stephanie.clarke on 2/25/2016.
Number of Followers: 10


COMMENTS plan comments help
comment plan stephanie.clarke 2/25/2016 8:12:07 AM
Ticker BLACKROCK LIFEPATH INDEX 2060 was not found. Try another. Ticker WELLINGTON SMID CAP RESEARCH EQUITY was not found. Try another.

comment plan ipowhazard 7/10/2018 2:35:49 AM
Wellington SMID Cap Research Equity is a front runner for Q2, can you add this to the aggressive portfolio?

comment plan bmurphy 7/11/2018 11:07:08 AM
I added a proxy for the Wellington fund in the form of the Vanguard Explorer Fund - which is also small cap and actually managed by the team at Wellington. Returns won't be identical between the two, but adding the Vanguard fund as a proxy will provide the same style to the mix.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Wellington SMID Cap Research Equitywas added by bmurphy7/11/2018Remove
Loomis Sayles Fixed Income FundLSFIXwas removed by ipowhazard7/10/2018
Vanguard Total Bond Market Index Fund Investor SharesVBMFXwas removed by ipowhazard7/10/2018
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXwas removed by ipowhazard7/10/2018
American Funds EuroPacific Growth Fund Class F-1AEGFXwas removed by stephanie.clarke2/25/2016
American Funds EuroPacific Growth Fund Class AAEPGXwas added by stephanie.clarke2/25/2016Remove
Vanguard Wellington Fund Investor SharesVWELXwas added by stephanie.clarke2/25/2016Remove
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas removed by stephanie.clarke2/25/2016
Vanguard Total Stock Market Index Fund Investor SharesVTSMXwas added by stephanie.clarke2/25/2016Remove
JPMorgan Diversified Real Return Fund Class AJRNAXwas added by stephanie.clarke2/25/2016Remove
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXwas added by stephanie.clarke2/25/2016Remove
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXwas added by stephanie.clarke2/25/2016Remove
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXwas added by stephanie.clarke2/25/2016Remove
BlackRock LifePath Index 2035 Fund Institutional SharesLIJIXwas added by stephanie.clarke2/25/2016Remove
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXwas added by stephanie.clarke2/25/2016Remove
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2025 Fund Institutional SharesLIBIXwas added by stephanie.clarke2/25/2016Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas removed by stephanie.clarke2/25/2016
BlackRock LifePath Index 2020 Fund Institutional SharesLIQIXwas added by stephanie.clarke2/25/2016Remove
Vanguard Global Equity Fund Investor SharesVHGEXwas added by stephanie.clarke2/25/2016Remove
Vanguard Total International Stock Index Fund Investor SharesVGTSXwas added by stephanie.clarke2/25/2016Remove
American Funds EuroPacific Growth Fund Class F-1AEGFXwas added by stephanie.clarke2/25/2016
Dodge & Cox International Stock FundDODFXwas added by stephanie.clarke2/25/2016Remove
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by stephanie.clarke2/25/2016
Vanguard PRIMECAP Fund Investor SharesVPMCXwas added by stephanie.clarke2/25/2016Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by stephanie.clarke2/25/2016Remove
T. Rowe Price Equity Income FundPRFDXwas added by stephanie.clarke2/25/2016Remove
Vanguard Balanced Index Fund Institutional SharesVBAIXwas added by stephanie.clarke2/25/2016Remove
Loomis Sayles Fixed Income FundLSFIXwas added by stephanie.clarke2/25/2016
Vanguard Total Bond Market Index Fund Investor SharesVBMFXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by stephanie.clarke2/25/2016
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas added by stephanie.clarke2/25/2016Remove
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