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401(k) Guidance
Management Services
Retirement Alliance, Inc. 401K Profit Sharing Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
Deleted User on 6/4/2014
.
Number of Followers:
1
COMMENTS
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TRANSACTIONS
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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
American Funds New World Fund Class R-4
RNWEX
was added by Deleted User
6/4/2014
Remove
Fidelity New Markets Income Fund
FNMIX
was added by Deleted User
6/4/2014
Remove
Schwab S&P 500 Index Fund
SWPPX
was added by Deleted User
6/4/2014
Remove
Vanguard Dividend Growth Fund Investor Shares
VDIGX
was added by Deleted User
6/4/2014
Remove
AMG Yacktman Fund Class I
YACKX
was added by Deleted User
6/4/2014
Remove
Mairs & Power Balanced Fund Investor Class
MAPOX
was added by Deleted User
6/4/2014
Remove
Vanguard Tax-Managed Small Cap Fund Admiral Shares
VTMSX
was added by Deleted User
6/4/2014
Remove
Wasatch Small Cap Growth Fund Investor Class
WAAEX
was added by Deleted User
6/4/2014
Remove
Schwab Investor Money Fund
SWRXX
was added by Deleted User
6/4/2014
Remove
Metropolitan West Total Return Bond Fund Class M
MWTRX
was added by Deleted User
6/4/2014
Remove
Green Century Balanced Fund
GCBLX
was added by Deleted User
6/4/2014
Remove
Columbia Value and Restructuring Fund Class Z
UMBIX
was added by Deleted User
6/4/2014
Remove
Green Century Equity Fund
GCEQX
was added by Deleted User
6/4/2014
Remove
Janus Research Fund Class T
JAMRX
was added by Deleted User
6/4/2014
Remove
Columbia Acorn International Fund Class Z
ACINX
was added by Deleted User
6/4/2014
Remove
Oakmark Global Fund Class I
OAKGX
was added by Deleted User
6/4/2014
Remove
US Cash / Money Market
USCASH
was added by Deleted User
6/4/2014
Remove
Plan Transactions
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