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Verizon Savings Plan For Management Employees

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Plan was created by bmurphy on 6/18/2015.
Number of Followers: 111


COMMENTS plan comments help
comment plan bmurphy 6/18/2015 8:11:53 PM
This is a really difficult plan to replicate on our platform given the large number of generically named funds. We've proxied these with similar funds but due to lack of information can't validate that they are all accurate proxies. Two funds that haven't been included yet are the "US Large Company" and "Global Opportunity" funds.

comment plan suhas.shinde 4/24/2018 12:40:05 PM
new bond funds: INFLATION PROTECTED, INTERMEDIATE US BOND, US BOND INDEX FUND, US CORE BOND FUND

comment plan brian 6/15/2021 4:14:59 PM
Plan is correct based on company's 2019 5500 form filing. We're using FLCSX as a proxy for the U.S. Large Company fund.

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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 
Fidelity Freedom Income K6fytkxwas added by brian6/16/2021Remove
Fidelity Freedom Income K6fytkxwas removed by brian6/16/2021Remove
U.S. Large Companywas added by brian6/15/2021Remove
Fidelity Freedom Income K6fytkxwas added by brian6/15/2021Remove
Global Bond Fundwas removed by brian6/15/2021
PIMCO Real Return Fund Institutional ClassPRRIXwas removed by brian6/15/2021
Verizon 2065 Fundwas added by brian6/15/2021Remove
Verizon 2060 Fundwas added by brian6/15/2021Remove
Verizon 2055 Fundwas added by brian6/15/2021Remove
Verizon 2050 Fundwas added by brian6/15/2021Remove
Verizon 2045 Fundwas added by brian6/15/2021Remove
Verizon 2040 Fundwas added by brian6/15/2021Remove
Verizon 2035 Fundwas added by brian6/15/2021Remove
Verizon 2030 Fundwas added by brian6/15/2021Remove
Verizon 2025 Fundwas added by brian6/15/2021Remove
Verizon 2040 Fundwas removed by brian6/15/2021Remove
Verizon 2035 Fundwas removed by brian6/15/2021Remove
Verizon 2030 Fundwas removed by brian6/15/2021Remove
Verizon 2025 Fundwas removed by brian6/15/2021Remove
Verizon 2020 Fundwas added by brian6/15/2021Remove
Verizon 2020 Fundwas removed by brian6/15/2021Remove
Verizon 2040 Fundwas added by brian6/15/2021Remove
Verizon 2035 Fundwas added by brian6/15/2021Remove
Verizon 2030 Fundwas added by brian6/15/2021Remove
Verizon 2025 Fundwas added by brian6/15/2021Remove
Verizon 2060 Fundwas removed by brian6/15/2021
Verizon 2050 Fundwas removed by brian6/15/2021
Verizon 2055 Fundwas removed by brian6/15/2021
Verizon 2045 Fundwas removed by brian6/15/2021
Verizon 2040 Fundwas removed by brian6/15/2021
Verizon 2035 Fundwas removed by brian6/15/2021
Verizon 2030 Fundwas removed by brian6/15/2021
Verizon 2025 Fundwas removed by brian6/15/2021
Verizon 2020 Fundwas removed by brian6/15/2021
Verizon 2020 Fundwas added by brian6/15/2021Remove
U.S. Bond Index Fundwas added by bmurphy4/27/2018Remove
U.S. Core Bond Fundwas added by bmurphy4/27/2018Remove
Intermediate U.S. Bondwas added by bmurphy4/27/2018Remove
Inflation Protectedwas added by bmurphy4/27/2018Remove
Conservative Fixed Incomewas removed by suhas.shinde4/24/2018
Private Global Real Estatewas added by bmurphy6/18/2015Remove
Institutional Government Money Marketwas added by bmurphy6/18/2015Remove
Money Market Portfoliowas added by bmurphy6/18/2015Remove
PIMCO Real Return Fund Institutional ClassPRRIXwas added by bmurphy6/18/2015
Global Bond Fundwas added by bmurphy6/18/2015
Conservative Fixed Incomewas added by bmurphy6/18/2015
Verizon Communications Inc.VZwas added by bmurphy6/18/2015Remove
US Small Companywas added by bmurphy6/18/2015Remove
Pyramis REIT Commingled Poolwas added by bmurphy6/18/2015Remove
International Companywas added by bmurphy6/18/2015Remove
International Company Indexwas added by bmurphy6/18/2015Remove
Emerging Marketswas added by bmurphy6/18/2015Remove
Verizon 2060 Fundwas added by bmurphy6/18/2015
US Large Company Indexwas added by bmurphy6/18/2015Remove
Verizon 2050 Fundwas added by bmurphy6/18/2015
Verizon 2055 Fundwas added by bmurphy6/18/2015
Verizon 2045 Fundwas added by bmurphy6/18/2015
Verizon 2040 Fundwas added by bmurphy6/18/2015
Verizon 2035 Fundwas added by bmurphy6/18/2015
Verizon 2030 Fundwas added by bmurphy6/18/2015
Verizon 2025 Fundwas added by bmurphy6/18/2015
Verizon 2020 Fundwas added by bmurphy6/18/2015
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