Monday, July 26, 2010

State Street 401k (SSP) Plan PSDS Scan 12-31-2009



The State Street plan improved a bit over last year but the company stock STT is still not in the Balanced portfolio. The investment options are overloaded with SSgA target date retirement funds and in the scan I reduced them to the 5 US Government TSP plan target date funds. I am not a fan of any of these funds. The Balanced portfolio now has 10 investment options with the money market fund VMMXX being the largest holding. The employee portfolio has 15.2% of the portfolio in company stock which did not help.

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