In our experience, 401(k) fund offerings are similar across most plans. They offer employees access to broad investment categories that include stocks, bonds, and money market funds.

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Since we offer our service to multiple plan participants with varied fund options, we communicate our alerts based on the following broad categories:

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US Large Cap Stocks (S&P 500 Index)

US Small Cap Stocks (Russell 2000 Index)

International Stocks (MMSCI EAFE - Europe, Australasia, Far East Index)

US Bonds (Bloomberg US Aggregate Bond Index)

US Money Markets (Short Term Bond/Short-term Institutional Loans)

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If you you would like us to help you understand which funds in your plan best represent the options listed above, please reach out and we will happily assist you.