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November 28, 2006
Data Needed for 401(k) Research Project
I am working on a research project and I need some sample data to work with. What I need is:
1. A list of the ticker symbols for all the funds offered in your 401(k), 403(b) or SIMPLE plan; and
2. Details of the brokerage window option in your plan, if you have one.
I would also be curious what your asset allocation is among the various funds, who your plan administrator is and how you picked the funds you invested in. None of those are as important as the list of available funds though.
If you would like to help out and wouldn't mind digging this information out for me, you can leave it in the comments below or email it to me directly at [email protected]. If you include your name, I will happily include you in the acknowledgements for helping out.
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
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Kim Snider is an author, speaker and host of Financial Success Coaching, Saturdays at noon, on KRLD Newsradio 1080, Dallas - Fort Worth. This blog is primarily devoted to empowering individual investors with information to help them be good stewards of their money. Above all, it is about achieving true financial success. Kim's book, How To Be the Family CFO: Four Simple Steps to Put Your Financial House in Order is in bookstores now. Order yours from Amazon or other fine booksellers today.
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