United 401(k) Plans, Inc. |
Carpenter Morse Group |
Prime Pensions, Inc. |
Trucker Huss, A Professional Corporation |
Bates & Company |
Retirement Plan Legal Specialist Pentegra |
Central Pension Fund of the IUOE |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Nicholas Pension Consultants |
Compass Retirement Consulting Group, Inc. |
Nova 401(k) Associates |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Central Pension Fund of the IUOE |
Retirement, LLC |
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Company Stock in 401(k)s: Proceed with Caution Morningstar; free registration may be required ![]() Jan. 30, 2015 "Vanguard's research found the average five-year annualized return was 21%, but there was wide variation: The five-year annualized return was negative 0.04% at the fifth percentile and a positive 44% at the 95th percentile. 'If you happened to work for a company with returns in the top 5%, you earned a 44% return -- that's pretty sweet' " says Jean Young, senior research analyst in Vanguard's Center for Retirement Research. 'People who see that kind of return become very attached to their company stock, but it's a type of error in portfolio construction. They don't understand the risks they are taking.' " |
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