Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Hall County Government
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Loan & Distribution Specialist AimPoint Pension
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Employees' Investment Decisions about Company Stock
National Bureau of Economic Research [NBER] Jan. 23, 2004
Working paper. Excerpt: We study the relationship between past returns on a company's stock and the level of investment in that stock by the participants in that company's 401(k) plan. Using data on 94,191 plan participants, we analyze several different decision points: the initial fraction of savings allocated to company stock, the changes in this fraction, and the reallocations of portfolio holdings across different asset classes.
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