Thursday, December 29, 2011

PG&E Corp. 401k (RSP) Plan PSDS Scan 12-31-2010



The PG&E 401k Plan made several changes since the last scan in 2009. They replaced asset allocation funds with Target Date Retirement funds and added a few new core investment options. As I read the 11-k report they also replaced the complicated stable value fund option with a money market fund in August 2011. The Plan continues to be helped by company stock PCG and the Balanced portfolio invested 11.8% of that portfolio in the stock. Like last year this conservative plan Balanced portfolio 5yr return, 4.58%, is a little below average. Company stock is still the best equity option in the Plan in my opinion.

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