GASETA NEWSLETTER

2017 September Gaseta


HAFA ADAI!

In this month's newsletter:

 

  • Investment Performance Sheets updated as of 2nd Quarter 2017
  • Investment Profile Change Effective September 2017
  • Raymond James' "Investment Strategy Quarterly"
  • Raymond James' "Financial Journeys" Newsletter
  • Fidelity Viewpoints online publication

Archived Gasetas


Investment Performance

ASC maintains diversified investment options for our participants to choose from consisting of institutional class mutual funds, ETFs, collective investment trusts, and profile allocations within a wide range of investments styles and asset classes. These options enable participants to meet their individual retirement savings needs and other financial goals.
View Rate of Returns Here >>
Archived Reports


Investment Profile Change

The Investment Committee regularly reviews the investment lineup to ensure that it continues to meet the needs of participants’ retirement and financial goals. The following change has been approved by the Committee and Investment Advisor Raymond James to streamline and simplify the Plan’s offerings.

The following risk profiles will be removed:

  • DRT Conservative Balanced Fund
  • DRT Balanced with Growth Fund 
  • DRT Growth For Retirement Fund (Name Change)

If you hold a balance in the DRT Conservative Balanced Fund and/or the DRT Balanced With Growth Fund, your balance will transfer into the replacement profiles no later than September 30, 2017. Additionally, your contribution election will be mapped to the replacement profiles unless directed otherwise by you. If you do not hold a balance or a contribution election in the DRT Conservative Balanced Fund or the DRT Balanced With Growth Fund, this change does not affect you.

If you hold a balance in the DRT Growth For Retirement Fund, you can expect the name change to the DRT Aggressive Fund to occur no later than September 30, 2017.

A detailed notice on the Plan Investment Lineup Change can be found here.


Your Plan Servicing Team

Top left to right: Courtney Buccat, Leilani Benavente, Amanda Santos, Marie Javier, Gaby Bamba
Bottom left to right: Nathan Cruz, Arnel Lumanog, Marie Unsiog


Should you have any trouble accessing the quarterly rate of return report, please contact me by email at marie.javier@asctrust.com. We welcome any questions or concerns you may have on our latest issue.


Si Yu'us Ma'ase,
Marie Javier
Editor


 

The ASC Trust Corporation Advisory Team can be emailed at advisory@ASCTrust.com. To inquire about your account or our services, email info@ASCTrust.com or call us at 477-2724.

INVESTMENT STRATEGY QUARTERLY

This material is intended to communicate current economic and capital market information along with the informed perspectives of Raymond James' investment professionals.
Investment Strategy Report - Quickview >> 
Investment Strategy Quarterly - Full Report  >>


FINANCIAL JOURNEYS

This quarterly publication aims to help you understand various retirement and financial planning issues and how to address them.

This quarter's issue includes the following articles: 
Talk about debt
To be or not to be – in debt
Debunking Social Security myths

Financial Journey Report  >>


FIDELITY VIEWPOINTS

Fidelity Investments provide trading and custodial services to ASC Trust Corporation. This section is dedicated to providing insights on a variety of topics covered in Fidelity Viewpoints, a monthly publication offered to their stakeholders.
Fidelity Viewpoints >>