Wednesday, June 15, 2011

Allergan 401k (SIP) Plan PSDS Scan 12-31-2010



The Allergan 401k plan was not helped as much by company stock AGN as it was last year and the Balanced portfolio only invested 2.5% of the portfolio in the stock. It remains a lifeboat portfolio with 50% of the portfolio in the stable value fund. The employee portfolio has 26% of their money in company stock by far their largest holding. It has more than twice the risk and about the same return as the Balanced portfolio. This is not a bad plan but the equity investment options could use some help in my opinion.

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