Saturday, July 11, 2009

Torchmark 401k (SIP) Plan PSDS Scan 12/31/2008


















This plan has no stable value investment option but it does have several very good Bond funds. The Balanced portfolio invested almost all of the plan in two funds, LEXNX and TPINX. The employee portfolio as of 12/31/2007 had over half the plan in company stock which had only a 0.55% 5yr APR. The Balanced portfolio had a 5yr APR of 6.57%, not too bad considering 2008.

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