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401k, 403b plan

Kaiser Permanente 401(k)

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Plan was created by kivalia on 2/12/2012.
Number of Followers: 9


COMMENTS plan comments help
comment plan hokirob 2/13/2012 10:18:45 AM
Most of these funds are very highly correlated. Kaiser needs to add some new choices. If Janus Forty is an F, I'm not sure it deserves a position in the allocation.

comment plan jbj2020 7/7/2014 7:57:35 PM
Check for an update from Kaiser. they have switched out all of the LifeStrategy funds for a new set called KP Retirement Path funds. Managed by Callan, they have target dates from 2015 - 2060. Fees are about double the LifeStrategy funds and of course no historical performance. Have no idea if these are good substitutes, but are now the only choice for a target date strategy.

comment plan jbj2020 7/7/2014 8:15:57 PM
I would add them, but not in your data base. KPRAX, KPRBX, KPRCX...KPRJX for target dates from 2015 - 2060.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas removed by billc.ii4/7/2016
Alger Capital Appreciation Fund Class ZACAZXwas added by billc.ii4/7/2016Remove
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXwas removed by tdpl3/2/2015
Vanguard LifeStrategy Income Fund Investor SharesVASIXwas removed by tdpl3/2/2015
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXwas removed by tdpl3/2/2015
Vanguard LifeStrategy Growth Fund Investor SharesVASGXwas removed by jbj20207/10/2014
Vanguard LifeStrategy Growth Fund Investor SharesVASGXwas added by Kivalia11/30/2012
Vanguard Value Index Fund Institutional SharesVIVIXwas added by Kivalia11/30/2012Remove
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by Kivalia11/30/2012
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXwas added by Kivalia11/30/2012
Vanguard LifeStrategy Income Fund Investor SharesVASIXwas added by Kivalia11/30/2012
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas added by Kivalia11/30/2012Remove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by Kivalia11/30/2012Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by Kivalia11/30/2012Remove
Vanguard International Growth Fund Admiral SharesVWILXwas added by Kivalia11/30/2012Remove
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXwas added by Kivalia11/30/2012
T. Rowe Price International Discovery FundPRIDXwas added by Kivalia11/30/2012Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas added by Kivalia11/30/2012Remove
Alger Capital Appreciation Institutional Fund Class IALARXwas added by Kivalia11/30/2012Remove
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas added by Kivalia11/30/2012Remove
US Cash / Money MarketUSCASHwas added by Kivalia11/30/2012Remove
Vanguard LifeStrategy Growth Fund Investor SharesVASGXwas removed by tdpl11/30/2012
Vanguard Value Index Fund Institutional SharesVIVIXwas removed by tdpl11/30/2012Remove
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas removed by tdpl11/30/2012
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXwas removed by tdpl11/30/2012
Vanguard LifeStrategy Income Fund Investor SharesVASIXwas removed by tdpl11/30/2012
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas removed by tdpl11/30/2012Remove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas removed by tdpl11/30/2012Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas removed by tdpl11/30/2012Remove
Vanguard International Growth Fund Admiral SharesVWILXwas removed by tdpl11/30/2012Remove
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXwas removed by tdpl11/30/2012
T. Rowe Price International Discovery FundPRIDXwas removed by tdpl11/30/2012Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas removed by tdpl11/30/2012Remove
Alger Capital Appreciation Institutional Fund Class IALARXwas removed by tdpl11/30/2012Remove
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas removed by tdpl11/30/2012Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXwas removed by tdpl11/30/2012
US Cash / Money MarketUSCASHwas removed by tdpl11/30/2012Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXwas added by tdpl11/30/2012
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas added by jbj202010/4/2012Remove
Janus Forty Fund Class IJCAPXwas removed by jbj20204/10/2012
Janus Forty Fund Class IJCAPXwas added by kivalia2/12/2012
Alger Capital Appreciation Institutional Fund Class IALARXwas added by kivalia2/12/2012Remove
T. Rowe Price International Discovery FundPRIDXwas added by kivalia2/12/2012Remove
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXwas added by kivalia2/12/2012
Vanguard Value Index Fund Institutional SharesVIVIXwas added by kivalia2/12/2012Remove
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by kivalia2/12/2012
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXwas added by kivalia2/12/2012
Vanguard LifeStrategy Income Fund Investor SharesVASIXwas added by kivalia2/12/2012
Vanguard Explorer Fund Admiral SharesVEXRXwas added by kivalia2/12/2012Remove
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas added by kivalia2/12/2012Remove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by kivalia2/12/2012Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by kivalia2/12/2012Remove
Vanguard International Growth Fund Admiral SharesVWILXwas added by kivalia2/12/2012Remove
Vanguard LifeStrategy Growth Fund Investor SharesVASGXwas added by kivalia2/12/2012
Vanguard Wellington Fund Investor SharesVWELXwas added by kivalia2/12/2012Remove
US Cash / Money MarketUSCASHwas added by kivalia2/12/2012Remove
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