Asset ClAss PerformAnCe 2010U.S. Fixed Income                          6.54%(Barclay Capital Aggregate Bond Index)Internat...
2011 PlAn limits401(k), 403(b), and 457 Deferral   $16,500401(k), 403(b), and 457 Catch-up   $5,500*Maximum Compensation  ...
1925 Isaac Newton SquareSuite 400Reston, Virginia 201901.703.889.1111 phone1.877.395.7795 toll free1.866.366.9233 faxwww.f...
FJY Newsletter Jan 2011
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FJY Newsletter Jan 2011

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FJY\'s Quarterly Newsletter

Published in: Economy & Finance, Business
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FJY Newsletter Jan 2011

  1. 1. Asset ClAss PerformAnCe 2010U.S. Fixed Income 6.54%(Barclay Capital Aggregate Bond Index)International Fixed Income 3.44%(JP Morgan GBI ex-US (Hedged) Index)U.S. Equities, Large 15.06%(S&P 500 Index)U.S. Equities, Small 26.85%(Russell 2000 Index)International Equities, Large 4.90%(MSCI EAFE Index)International Equities, Small 19.35%(S&P/Citigroup EPAC Ext. Mkt. Index)Real Estate Investment Trusts (REITs) 27.95%(NAREIT Equity Index)Commodities/Natural Resources 16.83%(DJ UBS Commodities Index) CongrAtulAtions tom sAunDers passed the CFP® Certification Examination
  2. 2. 2011 PlAn limits401(k), 403(b), and 457 Deferral $16,500401(k), 403(b), and 457 Catch-up $5,500*Maximum Compensation $245,000DC Plan 415 Contribution Limit $49,000Social Security Wage Base $106,800SIMPLE Deferral Limit $11,500SIMPLE Catch-up $2,500HCE Compensation Determination $110,000Top Heavy Key Employee $160,000Defined Benefit 415 Limit $195,000Traditional/Roth IRA $5,000Traditional/Roth IRA Catch-up $1,000SEP Minimum Compensation $550
  3. 3. 1925 Isaac Newton SquareSuite 400Reston, Virginia 201901.703.889.1111 phone1.877.395.7795 toll free1.866.366.9233 faxwww.fjyfinancial.com

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