In this month's newsletter:
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 >>
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:
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.
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 firstname.lastname@example.org. We welcome any questions or concerns you may have on our latest issue.
Si Yu'us Ma'ase,
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.
This material is intended to communicate current economic and capital market information along with the informed perspectives of Raymond James' investment professionals.
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This quarterly publication aims to help you understand various retirement and financial planning issues and how to address them.
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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.
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