Brierley & Partners, Inc. 401(K) Plan

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

TRANSACTIONS help

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   Oppenheimer Core Bond Fund Class A OPIGX was added by nirchi74 2/21/2017 Remove JPMorgan Government Bond Fund Class A OGGAX was added by nirchi74 2/21/2017 Remove John Hancock Funds Strategic Income Opportunities Fund Class R2 JIPPX was added by nirchi74 2/21/2017 Remove Fidelity U.S. Bond Index Fund Premium Class FSITX was added by nirchi74 2/21/2017 Deutsche Global Inflation Fund Class A TIPAX was added by nirchi74 2/21/2017 Remove Putnam Dynamic Asset Allocation Conservative Fund Class A PACAX was added by nirchi74 2/21/2017 Remove Prudential High-Yield Fund Class A PBHAX was added by nirchi74 2/21/2017 Remove Putnam Dynamic Asset Allocation Balanced Fund Class A PABAX was added by nirchi74 2/21/2017 Remove Fidelity Mid Cap Index Fund Premium Class FSCKX was added by nirchi74 2/21/2017 MFS Massachusetts Investors Growth Stock Fund Class R3 MIGHX was added by nirchi74 2/21/2017 Remove Invesco Diversified Dividend Fund R5 Class DDFIX was added by nirchi74 2/21/2017 Remove Hartford Core Equity Fund Class R4 HGISX was added by nirchi74 2/21/2017 Remove Fidelity Total Market Index Fund Investor Class FSTMX was added by nirchi74 2/21/2017 BlackRock S&P 500 Index Fund Class K Share WFSPX was added by nirchi74 2/21/2017 Remove Victory Sycamore Established Value Fund Class A VETAX was added by nirchi74 2/21/2017 Remove Dreyfus/The Boston Company Small/Mid Cap Growth Fund Class A DBMAX was added by nirchi74 2/21/2017 Remove Fidelity Real Estate Index Fund Premium Class FSRVX was added by nirchi74 2/21/2017 Dreyfus Active MidCap Fund Class A DNLDX was added by nirchi74 2/21/2017 Remove Perkins Small Cap Value Fund Class S JISCX was added by nirchi74 2/21/2017 Remove Nuveen Small Cap Index Fund Class I ASETX was added by nirchi74 2/21/2017 Remove JPMorgan Small Cap Equity Fund Class A VSEAX was added by nirchi74 2/21/2017 Remove Janus Triton Fund Class S JGMIX was added by nirchi74 2/21/2017 Remove Franklin Utilities Class A FKUTX was added by nirchi74 2/21/2017 Remove Fidelity Small Cap Index Fund Premium Class FSSVX was added by nirchi74 2/21/2017 Janus Global Technology Fund Class S JATSX was added by nirchi74 2/21/2017 Remove Deutsche Real Estate Securities Fund Class A RRRAX was added by nirchi74 2/21/2017 Remove Fidelity International Index Fund Premium Class FSIVX was added by nirchi74 2/21/2017 Invesco European Growth Fund Class A AEDAX was added by nirchi74 2/21/2017 Remove John Hancock Global Shareholder Yield Fund Class R2 JGSRX was added by nirchi74 2/21/2017 Remove Oppenheimer Developing Markets Fund Class A ODMAX was added by nirchi74 2/21/2017 Remove Oppenheimer International Growth Fund Class A OIGAX was added by nirchi74 2/21/2017 Remove Parametric International Equity Fund Investor Class EAISX was added by nirchi74 2/21/2017 Remove Putnam Global Technology Fund Class A PGTAX was added by nirchi74 2/21/2017 Remove BlackRock Health Sciences Opportunities Portfolio Investor A Shares SHSAX was added by nirchi74 2/21/2017 Remove Fidelity Emerging Markets Index Fund Premium Class FPMAX was added by nirchi74 2/21/2017 T. Rowe Price Retirement 2055 Fund Advisor Class PAROX was added by nirchi74 2/21/2017 Remove BlackRock Pacific Fund Investor A Shares MDPCX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2060 Fund Advisor Class TRRYX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2050 Fund Advisor Class PARFX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2045 Fund Advisor Class PARLX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2040 Fund Advisor Class PARDX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2035 Fund Advisor Class PARKX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2030 Fund Advisor Class PARCX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2025 Fund Advisor Class PARJX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2020 Fund Advisor Class PARBX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2015 Fund Advisor Class PARHX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2005 Fund Advisor Class PARGX was added by nirchi74 2/21/2017 Remove Putnam Dynamic Asset Allocation Growth Fund Class A PAEAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2055 Fund Investor A Shares LIVAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2050 Fund Investor A Shares LIPAX was added by nirchi74 2/21/2017 Remove T. Rowe Price Retirement 2010 Fund Advisor Class PARAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2045 Fund Investor A Shares LIHAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2040 Fund Investor A Shares LIKAX was added by nirchi74 2/21/2017 Remove US Cash / Money Market USCASH was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2035 Fund Investor A Shares LIJAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2030 Fund Investor A Shares LINAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2025 Fund Investor A Shares LILAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2020 Fund Investor A Shares LIQAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index Retirement Fund Investor A Shares LIRAX was added by nirchi74 2/21/2017 Remove BlackRock LifePath Index 2060 Fund Investor A LIZAX was added by nirchi74 2/21/2017 Remove

Updating Plan and Portfolio Allocations...

Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.