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Fidelity Personal Retirement Annuity

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Plan was created by bmurphy on 5/10/2012.
Number of Followers: 4


COMMENTS plan comments help
comment plan bmurphy 5/10/2012 11:42:33 AM
Created plan w/ proxies for the various subaccounts, so the returns probably overstate reality. Missing proxies for the following funds - Fid VIP High Income, Fid VIP Value Leaders, Fid VIP Dynamic Capital, Fid VIP Growth Opps, Fid VIP Growth Stock, Fid VIP Disciplined Small Cap, Fid VIP Asset Manager, Fid VIP Asset Manager: Growth, Morgan Stanley Global Tactical Asset Allocation.

comment plan bmurphy 2/13/2013 10:52:49 AM
The following funds offered in the Annuity are not proxied within Kivalia: Fidelity VIP Disciplined Small Cap, Fidelity VIP Dynamic Capital Appreciation, Fidelity VIP Growth, Fidelity VIP Growth Stock, Fidelity VIP Asset Manager, Morgan Stanley Global Tactical Asset Allocation.

comment plan bmurphy 7/10/2014 1:42:38 PM
Added Fidelity VIP Floating Rate High Income to the plan lineup.

comment plan bmurphy 7/10/2014 7:11:59 PM
All options have been included, and renamed as shown on Fidelity, as of today.

comment plan bmurphy 9/13/2016 1:22:18 PM
Removed Fidelity Growth Strategies and Growth Stock. Plan is exactly correct as of today.

comment plan bmurphy 5/31/2017 12:43:39 PM
Removed Value Leaders fund.

comment plan bmurphy 6/13/2018 12:13:04 PM
Made changes to reflect current fund lineup.

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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 
DoubleLine Total Return Bond Fund Class NDLTNXwas removed by bmurphy4/10/2019
DoubleLine Total Return Bond Fund Class NDLTNXwas added by bmurphy4/10/2019
Morgan Stanley Global Strategistwas added by bmurphy6/13/2018Remove
Morgan Stanley Global Tactical Asset Allocationwas removed by bmurphy6/13/2018
Fidelity Total Market Index Fund Investor ClassFSTMXwas added by bmurphy6/13/2018
Fidelity U.S. Bond Index Fund Investor ClassFBIDXwas added by bmurphy6/13/2018
Fidelity International Index Fund Investor ClassFSIIXwas added by bmurphy6/13/2018
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by bmurphy6/13/2018
Fidelity VIP Value Leaderswas removed by bmurphy5/31/2017
Fidelity VIP Growth Stockwas removed by bmurphy9/13/2016
Fidelity VIP Growth Strategieswas removed by bmurphy9/13/2016
Fidelity VIP Asset Manager: Growthwas added by bmurphy7/10/2014Remove
Fidelity VIP Asset Managerwas added by bmurphy7/10/2014Remove
Fidelity Growth CompanyFDGRXwas removed by bmurphy7/10/2014
Morgan Stanley Global Tactical Asset Allocationwas added by bmurphy7/10/2014
Morgan Stanley Global Tactical Asset Allocationwas removed by bmurphy7/10/2014
Morgan Stanley Global Tactical Asset Allocationwas added by bmurphy7/10/2014
Fidelity VIP Growth Stockwas added by bmurphy7/10/2014
Fidelity VIP Growthwas added by bmurphy7/10/2014Remove
Fidelity VIP Disciplined Small Capwas added by bmurphy7/10/2014Remove
Fidelity VIP Value Strategieswas added by bmurphy7/10/2014Remove
Fidelity VIP Value Strategieswas removed by bmurphy7/10/2014Remove
Fidelity VIP Growth Opportunitieswas added by bmurphy7/10/2014Remove
Fidelity VIP Growth Opportunitieswas removed by bmurphy7/10/2014Remove
PIMCO VIT Total Returnwas added by bmurphy7/10/2014Remove
PIMCO VIT Total Returnwas removed by bmurphy7/10/2014Remove
PIMCO VIT Real Returnwas added by bmurphy7/10/2014Remove
PIMCO VIT Real Returnwas removed by bmurphy7/10/2014Remove
PIMCO VIT Low Durationwas added by bmurphy7/10/2014Remove
PIMCO VIT Low Durationwas removed by bmurphy7/10/2014Remove
PIMCO VIT Commodity Real Return Strategywas added by bmurphy7/10/2014Remove
PIMCO VIT Commodity Real Return Strategywas removed by bmurphy7/10/2014Remove
Morgan Stanley Emerging Markets Equitywas added by bmurphy7/10/2014Remove
Morgan Stanley Emerging Markets Equitywas removed by bmurphy7/10/2014Remove
Morgan Stanley Emerging Markets Debtwas added by bmurphy7/10/2014Remove
Morgan Stanley Emerging Markets Debtwas removed by bmurphy7/10/2014Remove
Lazard Retirement Emerging Markets Equitywas added by bmurphy7/10/2014Remove
Lazard Retirement Emerging Markets Equitywas removed by bmurphy7/10/2014Remove
Invesco VI Global Core Equitywas added by bmurphy7/10/2014Remove
Invesco VI Global Core Equitywas removed by bmurphy7/10/2014Remove
Franklin U.S. Government Securities VIP Fundwas added by bmurphy7/10/2014Remove
Franklin U.S. Government Securities VIP Fundwas removed by bmurphy7/10/2014Remove
Franklin Global Bond VIP Fundwas added by bmurphy7/10/2014Remove
Franklin Global Bond VIP Fundwas removed by bmurphy7/10/2014Remove
BlackRock Global Allocation VI Fundwas added by bmurphy7/10/2014Remove
BlackRock Global Allocation VI Fundwas removed by bmurphy7/10/2014Remove
Fidelity VIP Value Leaderswas added by bmurphy7/10/2014
Fidelity VIP Value Leaderswas removed by bmurphy7/10/2014
Fidelity VIP Value Leaderswas added by bmurphy7/10/2014
Fidelity VIP Value Leaderswas removed by bmurphy7/10/2014
Fidelity VIP Valuewas added by bmurphy7/10/2014Remove
Fidelity VIP Valuewas removed by bmurphy7/10/2014Remove
Fidelity VIP Utilitieswas added by bmurphy7/10/2014Remove
Fidelity VIP Utilitieswas removed by bmurphy7/10/2014Remove
Fidelity VIP Telecommunicationswas added by bmurphy7/10/2014Remove
Fidelity VIP Telecommunicationswas removed by bmurphy7/10/2014Remove
Fidelity VIP Technologywas added by bmurphy7/10/2014Remove
Fidelity VIP Technologywas removed by bmurphy7/10/2014Remove
Fidelity VIP Strategic Incomewas added by bmurphy7/10/2014Remove
Fidelity VIP Strategic Incomewas removed by bmurphy7/10/2014Remove
Fidelity VIP Real Estatewas added by bmurphy7/10/2014Remove
Fidelity VIP Real Estatewas removed by bmurphy7/10/2014Remove
Fidelity VIP Overseaswas added by bmurphy7/10/2014Remove
Fidelity VIP Overseaswas removed by bmurphy7/10/2014Remove
Fidelity VIP Money Marketwas added by bmurphy7/10/2014Remove
Fidelity VIP Money Marketwas removed by bmurphy7/10/2014Remove
Fidelity VIP Mid Capwas added by bmurphy7/10/2014Remove
Fidelity VIP Mid Capwas removed by bmurphy7/10/2014Remove
Fidelity VIP Materialswas added by bmurphy7/10/2014Remove
Fidelity VIP Materialswas removed by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom Incomewas added by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom Incomewas removed by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2030was added by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2030was removed by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2025was added by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2025was removed by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2020was added by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2020was removed by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2015was added by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2015was removed by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2010was added by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2010was removed by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2005was added by bmurphy7/10/2014Remove
Fidelity VIP Investor Freedom 2005was removed by bmurphy7/10/2014Remove
Fidelity VIP Investment Grade Bondwas added by bmurphy7/10/2014Remove
Fidelity VIP Investment Grade Bondwas removed by bmurphy7/10/2014Remove
Fidelity VIP International Capital Appreciationwas added by bmurphy7/10/2014Remove
Fidelity VIP International Capital Appreciationwas removed by bmurphy7/10/2014Remove
Fidelity VIP Industrialswas added by bmurphy7/10/2014Remove
Fidelity VIP Industrialswas removed by bmurphy7/10/2014Remove
Fidelity 500 Index Fund Investor ClassFUSEXwas added by bmurphy7/10/2014
Fidelity 500 Index Fund Investor ClassFUSEXwas removed by bmurphy7/10/2014
Fidelity VIP High Incomewas added by bmurphy7/10/2014Remove
Fidelity VIP High Incomewas removed by bmurphy7/10/2014Remove
Fidelity VIP Health Carewas added by bmurphy7/10/2014Remove
Fidelity VIP Health Carewas removed by bmurphy7/10/2014Remove
Fidelity VIP Growth Strategieswas added by bmurphy7/10/2014
Fidelity VIP Growth Strategieswas removed by bmurphy7/10/2014
Fidelity VIP Growth & Incomewas added by bmurphy7/10/2014Remove
Fidelity VIP Growth & Incomewas removed by bmurphy7/10/2014Remove
Fidelity VIP FundManager 85was added by bmurphy7/10/2014Remove
Fidelity VIP FundManager 85was removed by bmurphy7/10/2014Remove
Fidelity VIP FundManager 70was added by bmurphy7/10/2014Remove
Fidelity VIP FundManager 70was removed by bmurphy7/10/2014Remove
Fidelity VIP FundManager 60was added by bmurphy7/10/2014Remove
Fidelity VIP FundManager 60was removed by bmurphy7/10/2014Remove
Fidelity VIP FundManager 50was added by bmurphy7/10/2014Remove
Fidelity VIP FundManager 50was removed by bmurphy7/10/2014Remove
Fidelity VIP FundManager 20was added by bmurphy7/10/2014Remove
Fidelity VIP FundManager 20was removed by bmurphy7/10/2014Remove
Fidelity VIP Financial Serviceswas added by bmurphy7/10/2014Remove
Fidelity VIP Financial Serviceswas removed by bmurphy7/10/2014Remove
Fidelity VIP Equity-Incomewas added by bmurphy7/10/2014Remove
Fidelity VIP Equity-Incomewas removed by bmurphy7/10/2014Remove
Fidelity VIP Energywas added by bmurphy7/10/2014Remove
Fidelity VIP Energywas removed by bmurphy7/10/2014Remove
Fidelity VIP Emerging Marketswas added by bmurphy7/10/2014Remove
Fidelity VIP Emerging Marketswas removed by bmurphy7/10/2014Remove
Fidelity VIP Dynamic Capital Appreciationwas added by bmurphy7/10/2014Remove
Fidelity VIP Contrafundwas added by bmurphy7/10/2014Remove
Fidelity VIP Contrafundwas removed by bmurphy7/10/2014Remove
Fidelity VIP Consumer Stapleswas added by bmurphy7/10/2014Remove
Fidelity VIP Consumer Stapleswas removed by bmurphy7/10/2014Remove
Fidelity VIP Consumer Discretionarywas added by bmurphy7/10/2014Remove
Fidelity VIP Consumer Discretionarywas removed by bmurphy7/10/2014Remove
Fidelity VIP Balancedwas added by bmurphy7/10/2014Remove
Fidelity VIP Balancedwas removed by bmurphy7/10/2014Remove
Fidelity VIP Floating Rate High Incomewas added by bmurphy7/10/2014Remove
Fidelity VIP Growth Opportunitieswas added by bmurphy2/13/2013Remove
Fidelity VIP Value Leaderswas added by bmurphy2/13/2013
Fidelity VIP High Incomewas added by bmurphy2/13/2013Remove
PIMCO VIT Commodity Real Return Strategywas added by bmurphy5/10/2012Remove
Fidelity VIP FundManager 20was added by bmurphy5/10/2012Remove
Fidelity VIP FundManager 50was added by bmurphy5/10/2012Remove
Fidelity VIP FundManager 60was added by bmurphy5/10/2012Remove
Fidelity VIP FundManager 70was added by bmurphy5/10/2012Remove
Fidelity VIP FundManager 85was added by bmurphy5/10/2012Remove
Fidelity VIP Investor Freedom Incomewas added by bmurphy5/10/2012Remove
Fidelity VIP Investor Freedom 2005was added by bmurphy5/10/2012Remove
Fidelity VIP Investor Freedom 2010was added by bmurphy5/10/2012Remove
Fidelity VIP Investor Freedom 2015was added by bmurphy5/10/2012Remove
Fidelity VIP Investor Freedom 2020was added by bmurphy5/10/2012Remove
Fidelity VIP Investor Freedom 2025was added by bmurphy5/10/2012Remove
Fidelity VIP Investor Freedom 2030was added by bmurphy5/10/2012Remove
Fidelity VIP International Capital Appreciationwas added by bmurphy5/10/2012Remove
Fidelity VIP Overseaswas added by bmurphy5/10/2012Remove
Invesco VI Global Core Equitywas added by bmurphy5/10/2012Remove
Fidelity VIP Emerging Marketswas added by bmurphy5/10/2012Remove
Lazard Retirement Emerging Markets Equitywas added by bmurphy5/10/2012Remove
Morgan Stanley Emerging Markets Equitywas added by bmurphy5/10/2012Remove
BlackRock Global Allocation VI Fundwas added by bmurphy5/10/2012Remove
Fidelity VIP Balancedwas added by bmurphy5/10/2012Remove
Fidelity VIP Consumer Discretionarywas added by bmurphy5/10/2012Remove
Fidelity VIP Consumer Stapleswas added by bmurphy5/10/2012Remove
Fidelity VIP Energywas added by bmurphy5/10/2012Remove
Fidelity VIP Financial Serviceswas added by bmurphy5/10/2012Remove
Fidelity VIP Health Carewas added by bmurphy5/10/2012Remove
Fidelity VIP Industrialswas added by bmurphy5/10/2012Remove
Fidelity VIP Materialswas added by bmurphy5/10/2012Remove
Fidelity VIP Technologywas added by bmurphy5/10/2012Remove
Fidelity VIP Telecommunicationswas added by bmurphy5/10/2012Remove
Fidelity VIP Utilitieswas added by bmurphy5/10/2012Remove
Fidelity VIP Real Estatewas added by bmurphy5/10/2012Remove
Fidelity VIP Money Marketwas added by bmurphy5/10/2012Remove
Fidelity VIP Investment Grade Bondwas added by bmurphy5/10/2012Remove
Fidelity VIP Strategic Incomewas added by bmurphy5/10/2012Remove
Franklin U.S. Government Securities VIP Fundwas added by bmurphy5/10/2012Remove
Morgan Stanley Emerging Markets Debtwas added by bmurphy5/10/2012Remove
PIMCO VIT Low Durationwas added by bmurphy5/10/2012Remove
PIMCO VIT Real Returnwas added by bmurphy5/10/2012Remove
PIMCO VIT Total Returnwas added by bmurphy5/10/2012Remove
Franklin Global Bond VIP Fundwas added by bmurphy5/10/2012Remove
Fidelity VIP Equity-Incomewas added by bmurphy5/10/2012Remove
Fidelity VIP Contrafundwas added by bmurphy5/10/2012Remove
Fidelity 500 Index Fund Investor ClassFUSEXwas added by bmurphy5/10/2012
Fidelity Growth CompanyFDGRXwas added by bmurphy5/10/2012
Fidelity VIP Growth & Incomewas added by bmurphy5/10/2012Remove
Fidelity VIP Valuewas added by bmurphy5/10/2012Remove
Fidelity VIP Value Strategieswas added by bmurphy5/10/2012Remove
Fidelity VIP Growth Strategieswas added by bmurphy5/10/2012
Fidelity VIP Mid Capwas added by bmurphy5/10/2012Remove
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