Tuesday, June 9, 2009
Aflac 401k (SPSP) Plan PSDS Scan 12/31/2008
This plan has just over 50% of the employee portfolio invested in company stock, AFL, as of 12/31/2007. The Balanced portfolio and the employee portfolio have about the same APR but the STD volatility risk of the employee portfolio is over twice as high. In retirement that is way too much risk especially with the 5yr return so low. All in all though this is not a bad plan for younger employees. The plan money market fund MRRXX is represented in the scan by VMMXX which has 5yr data.
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