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401k, 403b plan

Avis Budget Group, Inc. Employee Savings Plan

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Plan was created by jbj2020 on 4/21/2016.
Number of Followers: 8


COMMENTS plan comments help
comment plan jbj2020 4/21/2016 11:02:55 AM
Hi, could use some help here. Cannot load the following: HLEMT- EM Collective Inv Fund Tier2; NEEIT - NT Extended Equity Mrkt IND T; OFIIT - Oppenheimer OFITC International; JOZBT - State Street S&P 500 Index E; IRSAI - Retirement Bank Account; WESRT - Wells Fargo Stable Return FDC. Will also send you a screen print of the full list. If you can't get these tickers are there acceptable substitutes we can use to build portfolio advice?

comment plan bmurphy 4/21/2016 2:38:59 PM
Added proxy investments for all funds except Northern Trust All Count TR 1 and Retirement Bank Account. Will need additional information on Northern Trust All Count TR 1 in order to proxy it well.

comment plan bmurphy 4/21/2016 3:43:14 PM
Added a proxy for Northern Trust All Count TR 1. Retirement Bank Account will be assumed to be identical to Wells Fargo Stable Return Fund.

comment plan brian 1/14/2020 10:18:23 AM
Based on Feedback from a user we've removed the Harbor International Fund Instl. Class from the plan lineup.

comment plan Deleted User 1/14/2020 1:20:06 PM
no longer in line-up plan

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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 
Invesco International Growth Fund Class R6IGFRXwas added by brian1/14/2020Remove
Transamerica International Equity ITSWIXwas added by Deleted User1/14/2020Remove
Oppenheimer OFITC Intl. Growthwas removed by Deleted User1/14/2020
Harbor International Fund Institutional ClassHAINXwas removed by brian1/14/2020
Northern Trust All Country - ex US TR 1was added by bmurphy4/21/2016Remove
Federated Total Return Bond Fund Institutional SharesFTRBXwas added by bmurphy4/21/2016Remove
Federated Total Return Bond Fund Institutional SharesFTRBXwas removed by bmurphy4/21/2016Remove
Wells Fargo Stable Return Fund - Cwas added by bmurphy4/21/2016Remove
Wells Fargo Stable Return Fund - Cwas removed by bmurphy4/21/2016Remove
Blackrock U.S. Debt Indext CL Dwas added by bmurphy4/21/2016Remove
State Street S&P 500 Index Ewas added by bmurphy4/21/2016Remove
Oppenheimer OFITC Intl. Growthwas added by bmurphy4/21/2016
NT Extended Equity Market Index Twas added by bmurphy4/21/2016Remove
EM Collective Inv Fund Tier 2was added by bmurphy4/21/2016Remove
EM Collective Inv Fund Tier 2was removed by bmurphy4/21/2016Remove
EM Collective Inv Fund Tier 2was added by bmurphy4/21/2016Remove
Prudential Jennison Growth Fund Class ZPJFZXwas added by jbj20204/21/2016Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas added by jbj20204/21/2016Remove
Federated Total Return Bond Fund Institutional SharesFTRBXwas added by jbj20204/21/2016Remove
Lord Abbett Bond Debenture Fund Class ILBNYXwas added by jbj20204/21/2016Remove
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXwas added by jbj20204/21/2016Remove
Oakmark Equity And Income Fund Class IOAKBXwas added by jbj20204/21/2016Remove
Wells Fargo Stable Return Fund - Cwas added by jbj20204/21/2016Remove
American Funds The Growth Fund of America Class R-5RGAFXwas added by jbj20204/21/2016Remove
Avis Budget Group Inc.CARwas added by jbj20204/21/2016Remove
Deutsche Real Estate Securities Fund Institutional ClassRRRRXwas added by jbj20204/21/2016Remove
Harbor International Fund Institutional ClassHAINXwas added by jbj20204/21/2016
Harbor Small Cap Value Fund Institutional ClassHASCXwas added by jbj20204/21/2016Remove
MFS Value Fund Class R4MEIJXwas added by jbj20204/21/2016Remove
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