Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

Waddell & Reed Financial, Inc. 401(K) And Thrift Plan

Send me updates


Share this plan


Plan was created by 0.kathy.smith on 4/8/2016.
Number of Followers: 2


COMMENTS plan comments help
Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


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 
Waddell & Reed Advisor Global Bond Fund Class AUNHHXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Accumulative Fund Class YWAAYXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Asset Strategy Fund Class BWBASXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Government Securities Fund Class YWGVYXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Bond Fund Class AUNBDXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Bond Fund Class CWCABXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Continental Income Fund Class AUNCIXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Continental Income Fund Class CWACCXwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Core Investment Fund Class AUNCMXwas added by 0.kathy.smith4/8/2016Remove
US Cash / Money MarketUSCASHwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Financial, Inc.WDRwas added by 0.kathy.smith4/8/2016Remove
Waddell & Reed Advisor Accumulative Fund Class BWAABXwas added by 0.kathy.smith4/8/2016Remove
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information