Monday, February 1, 2010

W.R. Berkley 401k (PSP) Plan PSDS Scan 12-31-2009





Another lifeboat portfolio starting to invest in more funds as they improve their performance. The Balanced portfolio is invested in 17 funds including company stock WRB. That portfolio has the money market fund FRTXX as its largest investment. The employee portfolio has company stock as its largest investment at 16.2% of plan, way too much for a retiree in my opinion.

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