Kivalia Investment Advice Platform Log In / Sign Up
401(k) Guidance Management Services
401k, 403b plan

Tahoe Forest 457 Plan

Portfolios Funds Ratings Plan Information
Send me updates


Share this plan


Plan was created by bmurphy on 3/19/2014.
Number of Followers: 1


COMMENTS plan comments help
comment plan bmurphy 3/19/2014 5:18:31 PM
Plan is exactly correct as of 3/19/2014.

comment plan bmurphy 4/11/2014 10:41:51 AM
Plan is exactly correct as of 4/11/2014.

comment plan bmurphy 6/1/2014 1:49:08 PM
Perkins Mid Cap Value fund was removed and replaced with Vanguard Select Value Inv.

comment plan bmurphy 7/13/2014 1:03:58 PM
Plan is exactly correct as of 7/14/2014.

comment plan bmurphy 10/11/2014 7:37:45 PM
Removed Fidelity Freedom 2000. Plan is correct as of today.

comment plan bmurphy 4/25/2016 10:43:34 AM
Big changes to the plan. Plan has been updated and is exactly correct as of today.

comment plan bmurphy 9/12/2016 9:22:31 PM
Four funds removed, two added. Plan is exactly correct as of today.

comment plan bmurphy 1/18/2017 11:15:04 AM
Plan is exactly correct as of 1/18/17.

comment plan bmurphy 5/8/2017 11:08:13 AM
Exactly correct as of 5/8/17.

comment plan bmurphy 1/24/2018 4:03:51 PM
Exactly correct as of 1/24/18.

comment plan bmurphy 5/13/2018 7:15:41 PM
Plan is exactly correct as of 5/13/2018.

comment plan bmurphy 5/23/2018 1:06:09 PM
Plan is exactly correct as of today.

comment plan bmurphy 7/17/2018 1:31:11 PM
Plan is correct as of today.

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 
Fidelity Government Money Market FundSPAXXwas added by bmurphy1/24/2018Remove
Fidelity Money Market Trust Retirement Government Money Market II PortfolioFRTXXwas removed by bmurphy1/24/2018
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas removed by bmurphy1/24/2018
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by bmurphy9/12/2016Remove
Invesco Diversified Dividend Fund Class R6LCEFXwas added by bmurphy9/12/2016Remove
Fidelity Equity-Income Fund Class KFEIKXwas removed by bmurphy9/12/2016
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXwas removed by bmurphy9/12/2016
Vanguard Selected Value Fund Investor SharesVASVXwas removed by bmurphy9/12/2016
Domini Social Equity Fund Investor ClassDSEFXwas removed by bmurphy9/12/2016
Lord Abbett Short Duration Income Fund Class ALALDXwas added by bmurphy4/25/2016Remove
Fidelity Total Bond FundFTBFXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by bmurphy4/25/2016Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by bmurphy4/25/2016
Fidelity Global ex U.S. Index Fund Premium ClassFSGDXwas added by bmurphy4/25/2016
Causeway International Value Fund Class InstitutionalCIVIXwas added by bmurphy4/25/2016Remove
Wells Fargo Small Company Growth Fund - Class AdminNVSCXwas added by bmurphy4/25/2016Remove
Northern Small Cap Value FundNOSGXwas added by bmurphy4/25/2016Remove
Fidelity Diversified International Fund Class KFDIKXwas added by bmurphy4/25/2016Remove
Fidelity Equity-Income Fund Class KFEIKXwas added by bmurphy4/25/2016
Fidelity Low-Priced Stock FundFLPSXwas removed by bmurphy4/25/2016
Fidelity Equity-Income FundFEQIXwas removed by bmurphy4/25/2016
Fidelity Freedom 2025 FundFFTWXwas removed by bmurphy4/25/2016
Fidelity Freedom 2015 FundFFVFXwas removed by bmurphy4/25/2016
Fidelity Freedom 2020 FundFFFDXwas removed by bmurphy4/25/2016
Fidelity Freedom 2010 FundFFFCXwas removed by bmurphy4/25/2016
Fidelity Freedom 2005 FundFFFVXwas removed by bmurphy4/25/2016
Fidelity Diversified International FundFDIVXwas removed by bmurphy4/25/2016
PIMCO Low Duration Fund Administrative ClassPLDAXwas removed by bmurphy4/25/2016
Fidelity Freedom 2030 FundFFFEXwas removed by bmurphy4/25/2016
Fidelity Freedom Income FundFFFAXwas removed by bmurphy4/25/2016
Fidelity Freedom 2055 FundFDEEXwas removed by bmurphy4/25/2016
Fidelity Freedom 2050 FundFFFHXwas removed by bmurphy4/25/2016
Fidelity Freedom 2045 FundFFFGXwas removed by bmurphy4/25/2016
Fidelity Freedom 2040 FundFFFFXwas removed by bmurphy4/25/2016
Fidelity Freedom 2035 FundFFTHXwas removed by bmurphy4/25/2016
Fidelity Freedom 2000FFFBXwas removed by bmurphy10/11/2014
Vanguard Selected Value Fund Investor SharesVASVXwas added by bmurphy6/1/2014
Perkins Mid Cap Value Fund Class TJMCVXwas removed by bmurphy6/1/2014
Fidelity Money Market Trust Retirement Government Money Market II PortfolioFRTXXwas added by bmurphy3/19/2014
Fidelity Freedom 2035 FundFFTHXwas added by bmurphy3/19/2014
Fidelity U.S. Bond Index Fund Premium ClassFSITXwas added by bmurphy3/19/2014
PIMCO Low Duration Fund Administrative ClassPLDAXwas added by bmurphy3/19/2014
Fidelity Freedom Income FundFFFAXwas added by bmurphy3/19/2014
Fidelity Freedom 2055 FundFDEEXwas added by bmurphy3/19/2014
Fidelity Freedom 2050 FundFFFHXwas added by bmurphy3/19/2014
Fidelity Freedom 2045 FundFFFGXwas added by bmurphy3/19/2014
Fidelity Freedom 2040 FundFFFFXwas added by bmurphy3/19/2014
Fidelity Small Cap Index Fund Premium ClassFSSVXwas added by bmurphy3/19/2014
Fidelity Freedom 2025 FundFFTWXwas added by bmurphy3/19/2014
Fidelity Freedom 2020 FundFFFDXwas added by bmurphy3/19/2014
Fidelity Freedom 2015 FundFFVFXwas added by bmurphy3/19/2014
Fidelity Freedom 2010 FundFFFCXwas added by bmurphy3/19/2014
Fidelity Freedom 2005 FundFFFVXwas added by bmurphy3/19/2014
Fidelity Freedom 2000FFFBXwas added by bmurphy3/19/2014
Oppenheimer Developing Markets Fund Class YODVYXwas added by bmurphy3/19/2014Remove
Fidelity Freedom 2030 FundFFFEXwas added by bmurphy3/19/2014
Fidelity Diversified International FundFDIVXwas added by bmurphy3/19/2014
Perkins Mid Cap Value Fund Class TJMCVXwas added by bmurphy3/19/2014
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXwas added by bmurphy3/19/2014
Fidelity Low-Priced Stock FundFLPSXwas added by bmurphy3/19/2014
T. Rowe Price Blue Chip Growth FundTRBCXwas added by bmurphy3/19/2014Remove
Fidelity 500 Index Fund Premium ClassFUSVXwas added by bmurphy3/19/2014
Fidelity Equity-Income FundFEQIXwas added by bmurphy3/19/2014
Domini Social Equity Fund Investor ClassDSEFXwas added by bmurphy3/19/2014
US Cash / Money MarketUSCASHwas added by bmurphy3/19/2014Remove
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
Follow Kivalia on Facebook Follow Kivalia on Twitter
Home Log In Investment Research About Us Blog Contact
©2013 Kivalia, Inc. Privacy PolicyTerms of Services & Disclaimer