Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Company Stock in Defined Contribution Plans Has Declined Since 2005
Vanguard Dec. 11, 2014
8 pages. "Since 2005, the incidence of company stock in defined contribution (DC) plans ... fell from 11% to 8%, a relative decline of 27% ... The fraction of participants offered or investing in company stock declined by even larger amounts. Importantly, the percentage of participants with a concentrated stock position (greater than 20% of their total account balance) dropped by about half ... Between December 2005 and June 2014, about one-third of company stock funds were closed to new money and/or eliminated from the plans[.]"
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