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401k, 403b plan

Microsoft Corporation Savings Plus 401(k) Plan

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Plan was created by t0nyl2003 on 2/14/2012.
Number of Followers: 72


COMMENTS plan comments help
comment plan bmurphy 2/18/2012 2:10:28 PM
2/18/12 - this is a tough plan to model as there are 3 Russell funds which are privately managed by multiple managers and hence can't be proxied. We did proxy both Oakmark Equity & Income (OAKBX) and Artisan Mid Cap (ARTMX) within the plan.

comment plan bmurphy 9/24/2012 10:15:59 AM
9/22/12 - will add the new PIMCO Inflation Responsive fund as of the end of this month after we have 1 year's worth of data.

comment plan bmurphy 10/5/2012 10:34:51 AM
10/4/12 - added PIMCO Inflation Responsive fund (PIRMX)as it now has a year's worth of data.

comment plan bmurphy 1/24/2013 11:10:36 AM
1/24/13 - Company changed class of Fidelity Contrafund and Fidelity Growth Fund; we'll keep the same, low cost, versions on our platform. Using ETFs to replicate Russell Sm/Mid Cap and Russell Intl. Growth & Russell Intl. Value fund options.

comment plan bmurphy 1/24/2013 11:11:14 AM
1/24/13 - also removed Oakmark Equity Income from lineup.

comment plan bmurphy 4/21/2013 5:22:26 PM
4/21/13 - Nothing new, plan is as accurate as possible as of this date.

comment plan bmurphy 7/21/2013 6:29:42 PM
updated proxy funds so the names tie out to actual plan names. Plan is up to date as of 7/22/2013.

comment plan bmurphy 1/14/2014 9:54:14 AM
Added DFA Sm/Mid Cap Value account with a proxy of jki to start. Removed Russell SM-MID Cap. Added PAUIX. Plan is well modeled here.

comment plan bmurphy 4/11/2014 11:25:45 AM
Plan is exactly correct as of 4/11/14. Will change names of target date funds to reflect names shown on website.

comment plan bmurphy 7/14/2014 10:36:43 AM
Plan is exactly correct as of 7/14/14. Fund fees on Kivalia are over-estimated relative to the actual plan, so returns should be higher than shown on Kivalia.

comment plan bmurphy 4/28/2016 12:02:12 PM
Plan is exactly correct as of 4/28/16.

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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 
BTC Lifepath 2060 Owas removed by anilkumar9539/2/2017
BTC Lifepath 2060 Owas added by bmurphy9/13/2016
BTC Lifepath 2050 Owas added by bmurphy9/13/2016Remove
BTC Lifepath 2040 Owas added by bmurphy9/13/2016Remove
BTC Lifepath 2030 Owas added by bmurphy9/13/2016Remove
BTC Lifepath 2020 Owas added by bmurphy9/13/2016Remove
BTC Lifepath Retirement Owas added by bmurphy9/13/2016Remove
BTC Lifepath Retirement Lwas removed by bmurphy9/13/2016
BTC Lifepath 2030 Lwas removed by bmurphy9/13/2016
BTC Lifepath 2040 Lwas removed by bmurphy9/13/2016
BTC Lifepath 2050 Lwas removed by bmurphy9/13/2016
BTC Lifepath 2020 Lwas removed by bmurphy9/13/2016
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXwas removed by andy3/30/2016
Vanguard Growth Index Fund Institutional SharesVIGIXwas removed by andy3/30/2016
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas removed by andy3/30/2016
Vanguard Value Index Fund Institutional SharesVIVIXwas removed by andy3/30/2016
Microsoft CorporationMSFTwas removed by andy3/30/2016
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXwas added by andy3/30/2016Remove
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXwas added by andy3/30/2016Remove
Vanguard 500 Index Fund Investor ClassVFINXwas added by andy3/30/2016Remove
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXwas added by andy3/30/2016Remove
DFA Sm/Mid Cap Value Accountwas added by bmurphy3/4/2016Remove
DFA Sm/Mid Cap Value Accountwas removed by maxime.caron3/3/2016
BTC Lifepath 2050 Lwas added by bmurphy4/11/2014
BTC Lifepath 2040 Lwas added by bmurphy4/11/2014
BTC Lifepath 2030 Lwas added by bmurphy4/11/2014
BTC Lifepath 2020 Lwas added by bmurphy4/11/2014
BTC Lifepath Retirement Lwas added by bmurphy4/11/2014
BTC Lifepath Retirement Lwas removed by bmurphy4/11/2014
BTC Lifepath 2030 Lwas removed by bmurphy4/11/2014
BTC Lifepath 2040 Lwas removed by bmurphy4/11/2014
BTC Lifepath 2050 Lwas removed by bmurphy4/11/2014
BTC Lifepath 2020 Lwas removed by bmurphy4/11/2014
DFA Sm/Mid Cap Value Accountwas added by bmurphy1/14/2014
Russell SM-MID Capwas removed by bmurphy1/14/2014
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas added by bmurphy1/14/2014Remove
Russell SM-MID Capwas added by bmurphy7/21/2013
Russell SM-MID Capwas removed by bmurphy7/21/2013
Russell International Valuewas added by bmurphy7/21/2013Remove
Russell International Valuewas removed by bmurphy7/21/2013Remove
Russell International Growthwas added by bmurphy7/21/2013Remove
Russell International Growthwas removed by bmurphy7/21/2013Remove
Fidelity Growth Company Unitswas added by bmurphy7/21/2013Remove
Fidelity Growth Company Unitswas removed by bmurphy7/21/2013Remove
Fidelity Contrafund Unitswas added by bmurphy7/21/2013Remove
Fidelity Contrafund Unitswas removed by bmurphy7/21/2013Remove
Vanguard Short-Term Bond Index Fund Investor SharesVBISXwas removed by bmurphy6/3/2013
Vanguard Short-Term Bond Index Fund Institutional Plus SharesVBIPXwas added by bmurphy6/3/2013Remove
Russell International Valuewas added by bmurphy1/24/2013Remove
Russell International Growthwas added by bmurphy1/24/2013Remove
Russell SM-MID Capwas added by bmurphy1/24/2013
Oakmark Equity And Income Fund Class IOAKBXwas removed by bmurphy1/24/2013
Fidelity Contrafund Unitswas added by bmurphy10/23/2012Remove
Fidelity Contrafund Unitswas removed by bmurphy10/23/2012Remove
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXwas added by bmurphy10/5/2012Remove
Vanguard Short-Term Bond Index Fund Investor SharesVBISXwas added by bmurphy2/18/2012
PIMCO Total Return Fund Institutional ClassPTTRXwas added by bmurphy2/18/2012Remove
Voya Aggregate Bond Portfolio Class SIPTSXwas removed by bmurphy2/18/2012
iShares MSCI ACWI ETFACWIwas removed by bmurphy2/18/2012
BTC Lifepath 2050 Lwas added by bmurphy2/18/2012
BTC Lifepath 2040 Lwas added by bmurphy2/18/2012
BTC Lifepath 2030 Lwas added by bmurphy2/18/2012
BTC Lifepath 2020 Lwas added by bmurphy2/18/2012
BTC Lifepath Retirement Lwas added by bmurphy2/18/2012
Oakmark Equity And Income Fund Class IOAKBXwas added by t0nyl20032/14/2012
Microsoft CorporationMSFTwas added by t0nyl20032/14/2012
Fidelity Investments Money Market Funds Money Market Portfolio Institutional ClassFNSXXwas added by t0nyl20032/14/2012Remove
Voya Aggregate Bond Portfolio Class SIPTSXwas added by t0nyl20032/14/2012
Artisan Mid Cap Fund Investor ClassARTMXwas added by t0nyl20032/14/2012Remove
iShares MSCI ACWI ETFACWIwas added by t0nyl20032/14/2012
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXwas added by t0nyl20032/14/2012
Fidelity Contrafund Unitswas added by t0nyl20032/14/2012Remove
Fidelity Growth Company Unitswas added by t0nyl20032/14/2012Remove
Vanguard Growth Index Fund Institutional SharesVIGIXwas added by t0nyl20032/14/2012
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by t0nyl20032/14/2012
Vanguard Value Index Fund Institutional SharesVIVIXwas added by t0nyl20032/14/2012
US Cash / Money MarketUSCASHwas added by t0nyl20032/14/2012Remove
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