top of page

401(k)Timing

Give a description of what 401K timing is. 

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.

bottom of page