Trucker Huss, A Professional Corporation |
Prime Pensions, Inc. |
Retirement, LLC |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
United 401(k) Plans, Inc. |
Benefit Associates, Inc. |
Central Pension Fund of the IUOE |
Bates & Company |
Nova 401(k) Associates |
Nicholas Pension Consultants |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Central Pension Fund of the IUOE |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Retirement Plan Legal Specialist Pentegra |
Compass Retirement Consulting Group, Inc. |
Carpenter Morse Group |
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IRA Asset Allocation in 2013, and Longitudinal Results from 2010 to 2013 (PDF) Employee Benefit Research Institute [EBRI] ![]() Sept. 17, 2015 "54.7 percent of the assets were in equities, 10.1 percent in balanced funds, 15.3 percent in bonds, 11.6 percent in money, and 8.4 percent in other assets ... When combining the equity share of balanced funds to the equity allocation, the total equity exposure of IRA owners was 60.7 percent of the assets.... For IRAs owned by those ages 25 or older, the percentage allocated to bonds increased with the age of the owner ... The percentage of IRA assets in equities had no clear pattern across the ages of the owners." |
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