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Download Tenet 401(k) Retirement Savings Plan: Individual Extended Choice
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Transcript
Tenet 401(k) Retirement Savings Plan: Individual Extended Choice Funds These individual mutual funds are for investors who are comfortable choosing their own diversified investment mix and monitoring and managing their portfolio. These Extended Choice funds represent the three general asset classes (stocks, bonds, and short-term investments). If you’re an experienced ® investor, consider opening a Fidelity BrokerageLink account, which allows you to invest in thousands of mutual funds not offered in the 401(k) plan. And check out the free rebalance notification feature that alerts you when your account strays too far from the investment strategy you’ve set. Potentially more inflation risk and less investment risk Money Market Stable Value Fidelity® Money Market Trust Retirement Money Market Portfolio Fixed Income Fund Potentially less inflation risk and more investment risk Bond Balanced Met West Total Return Bond Strategy Vanguard Total Bond Market Index Fund Institutional Plus Shares Templeton Global Bond Fund Class R6 Vanguard InflationProtected Securities Fund Institutional Shares Fidelity® Puritan® Fund International/ Global Domestic Equity Large Value DFA U.S. Large Cap Value Portfolio Institutional Class Mid Value RidgeWorth Mid-Cap Value Equity Fund I Shares Small Value American Beacon Small Cap Value Fund Class Institutional Large Blend Vanguard Institutional Index Fund Institutional Plus Shares Mid Blend Spartan® Extended Market Index Fund – Fidelity Advantage Institutional Class Large Growth Fidelity Growth® Company Fund – Class K Small Growth Eagle Small Cap Growth Fund Class I Baird MidCap Fund Institutional Class Fidelity® Worldwide Fund Spartan® International Index Fund – Fidelity Advantage Institutional Class Templeton Foreign Fund Class R6 DFA Emerging Markets Portfolio Institutional Class Specialty Vanguard REIT Index Fund Institutional Shares To choose your investment mix, find out more about the individual funds, or enroll in Fidelity BrokerageLink®, log on to Fidelity NetBenefits® at www.401k.com or call Fidelity at 1-800-372-4015. You can also enroll in the rebalance notification feature online. Tenet 401(k) Retirement Savings Plan: Target Date Funds If you want a simpler approach for choosing investment options, the Target Date Funds may be best for you. The Target Retirement Funds are asset-allocation funds that move to a more conservative investment based on each fund’s target date. These funds offer a strategy for investors who don’t want to pick their investments, monitor their portfolio, or rebalance as they advance toward retirement. If Your Birthday Is … Your Target Fund Is … Target Retirement Years On or before December 31, 1949 Target Retirement Today Before 2015 Between January 1, 1950, and December 31, 1959 Target Retirement 2020 Between 2015-2024 Between January 1, 1960, and December 31, 1969 Target Retirement 2030 Between 2025-2034 Between January 1, 1970, and December 31, 1979 Target Retirement 2040 Between 2035-2044 Between January 1, 1980, and December 31, 1989 Target Retirement 2050 Between 2045-2054 On or after January 1, 1990 Target Retirement 2060 Between 2055 and beyond For detailed information or to enroll, log on to Fidelity NetBenefits at www.401k.com or call Fidelity at 1-800-372-4015. ® Is a Target Retirement Fund Right for You? You may want to consider a Target Retirement Fund if: You want a simple approach for choosing retirement investment options. You feel comfortable with the risk of stock funds when further from retirement and a greater concentration of bond and short-term funds when closer to retirement. You want a long-term investment strategy that incorporates broad diversification, automatic rebalancing, and a systematic reduction of risk as the fund’s target retirement date approaches. Any of the 401(k) plan’s investment options may be changed, closed to new investments, or eliminated at any time and without prior notice. Generally, you can select your investment options for new contributions or exchange investment options for your account balance at any time. In certain cases, there may be limits on investment elections in and out of an investment fund to address market timing, short-term trading, excessive trading or other market concerns. You will be advised of such limits. Information was provided by The Tenet 401(k) Retirement Savings Plan. Fidelity Investments is not responsible for its content.
