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401k, 403b plan

Unitedhealth Group 401(K) Savings Plan

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Plan was created by fairchiltoni on 7/18/2015.
Number of Followers: 17


COMMENTS plan comments help
comment plan brian 1/17/2020 11:47:40 AM
Plan is well modeled here on Kivalia. We've proxied many of the CIT (closed investment Trusts) with traded options managed by the same team and with similar expenses. I've left out one option - the U.S. Small-Mid Cap Active Equity Fund, as it is a commingled fund being managed by 4 investment teams in weights that aren't pre-specified...just hard to model. The decision to leave out this option is unlikely to negatively impact the quality of the recommendations provided here.

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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 
U.S. Large Cap Active Equity Fundwas added by brian1/17/2020Remove
WTC-CIF II Emerging Markets Researchwas added by brian1/17/2020Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by brian1/17/2020Remove
Vanguard Institutional 500 Index Trustwas added by brian1/17/2020Remove
Stable Value Fundwas added by brian1/17/2020Remove
Stable Value Fundwas removed by brian1/17/2020Remove
Northern Trust TIPS Index Fund Non-Lendingwas added by brian1/17/2020Remove
State Street Aggregate Bond Index Kssfexwas added by brian1/17/2020Remove
Diversified Active Bond Fundwas added by brian1/17/2020Remove
PIMCO All Asset Fund Institutional ClassPAAIXwas added by brian1/17/2020Remove
State Street Global ex-US Index Kssglxwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target Today Fund - Class R6WOTDXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2010 Fund - Class R6WFOAXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2015 Fund - Class R6WFSCXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2020 Fund - Class R6WFOBXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2025 Fund - Class R6WFTYXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2030 Fund - Class R6WFOOXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2035 Fund - Class R6WFQRXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2040 Fund - Class R6WFOSXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2045 Fund - Class R6WFQPXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2050 Fund - Class R6WFQFXwas added by brian1/17/2020Remove
Wells Fargo Dow Jones Target 2055 Fund - Class R6WFQUXwas added by brian1/17/2020Remove
Wells Fargo Target 2060 CIT Class E3was added by brian1/17/2020Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by brian1/17/2020Remove
Vanguard Small-Cap Index Fund Institutional Plus SharesVSCPXwas removed by brian1/17/2020
Vanguard Mid-Cap Index Fund Institutional Plus SharesVMCPXwas removed by brian1/17/2020
PIMCO All Asset Fund Institutional ClassPAAIXwas removed by brian1/17/2020Remove
Vanguard Institutional 500 Index Trustwas removed by brian1/17/2020Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas removed by brian1/17/2020Remove
Aberdeen Emerging Markets Fund Institutional ClassABEMXwas removed by brian1/17/2020
Vanguard Small-Cap Index Fund Institutional Plus SharesVSCPXwas added by fairchiltoni7/18/2015
Vanguard Mid-Cap Index Fund Institutional Plus SharesVMCPXwas added by fairchiltoni7/18/2015
PIMCO All Asset Fund Institutional ClassPAAIXwas added by fairchiltoni7/18/2015Remove
Vanguard Institutional 500 Index Trustwas added by fairchiltoni7/18/2015Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by fairchiltoni7/18/2015Remove
Stable Value Fundwas added by fairchiltoni7/18/2015Remove
Aberdeen Emerging Markets Fund Institutional ClassABEMXwas added by fairchiltoni7/18/2015
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