Monday, February 21, 2011

W.R. Berkley 401k (PSP) Plan PSDS Scan 12-31-2010




Only one of the 30 plan investment options does not have a positve 5yr APR and that is company stock WRB. The Balanced portfolio has all but 5 of the plan options in the portfolio which has a good 5yr return and is diversified. The employee portfolio was hurt by company stock and their asset allocation in general. There are two good PIMCO funds in the plan. Even so the employee portfolio 5yr return is not bad and the money market fund helped a bit.


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