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401(k)Timing

401(k) Timing is an email subscription service that informs you whenever we adjust our 401(k) allocation. We recognize that you're occupied with life's demands, making it challenging to consistently monitor and interpret market movements. By subscribing, you'll receive email alerts notifying you of any changes we've made to our allocation. Should you choose to act on our alerts, you'll need to implement these changes yourself in your 401(k) plan or through your plan administrator.

We trust you'll find value in our allocation updates. However, if you're not satisfied, you have the option to unsubscribe at any time.

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.

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

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)

 

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.

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