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Bates & Company
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Nova 401(k) Associates
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Carpenter Morse Group
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Retirement Plan Legal Specialist Pentegra
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Central Pension Fund of the IUOE
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Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc.
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Compass Retirement Consulting Group, Inc.
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| Despite Record-High 401(k) Plan Balances, Few Workers Actively Manage Their Portfolios Aon Hewitt  May 28, 2015 "Only 15 percent of workers rebalanced their portfolio in 2014 -- making it one of the lowest trading years on record. Even when eliminating the participants who are fully invested in target-date funds or other premixed portfolio options -- which do not require rebalancing -- only 19 percent of workers rebalanced their portfolio.... [On] average, workers were invested in just 3.6 different funds, down from 3.7 in 2013 and 3.9 funds in 2012." |
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