التفاصيل البيبلوغرافية
| العنوان: |
THE NUA BENEFIT AND OPTIMAL INVESTMENT IN COMPANY STOCK IN 401(K) ACCOUNTS. |
| المؤلفون: |
Bajaj, Mukesh, Mazumdar, Sumon, Nanda, Vikram, Surana, Rahul |
| المصدر: |
Research in Finance; 2009, Vol. 25, p203-227, 25p, 2 Charts, 4 Graphs |
| مصطلحات موضوعية: |
401(K) plans, EMPLOYEES, FINANCIAL management, STRATEGIC planning, INVESTMENTS, RETIREMENT, STOCKS (Finance), DEFERRED compensation, COMPENSATION management |
| مستخلص: |
The article discusses the benefit provided by the Net Unrealized Appreciation (NUA) strategy in the 401(k) plans of the employees. Most of the employees have concentrated investment in the company stock through their plans. This company stock is mostly dominated by the portfolios in the market index indicating that employees have allocated their retirement funds on the stock for parameter values. A simulation also reveals that employees can allocate a part of their portfolio in the company stock to gain the NUA benefit. |
| قاعدة البيانات: |
Complementary Index |
