Mfs Mfs Mfs Mfs Mfs Lifetime 2010 R2 Lifetime 2020 R2 Lifetime 2030 R2 Lifetime 2040 R2 Mid cap Value R2 Money Market [?] Federated Automated Cash Management Trust ss Apply the same percentages to my future investments. Cancel . Author: ... Fetch Doc
Overview SMAs Added To The Approved-PMC List
MainStay Balanced R2 MainStay Income Builder I MFS Moderate Allocation I Principal LifeTime 2040 Instl Principal LifeTime 2045 Instl Principal LifeTime 2050 Instl Mutual Funds Added to the Approved-PMC List ... Retrieve Here
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MFS Lifetime 2040 R1 MFS Lifetime 2040 R2 MFS Lifetime 2040 R3 MFS Lifetime 2040 R4 Nationwide Destination 2010 A Nationwide Destination 2010 A LW Nationwide Destination 2010 C Nationwide Destination 2010 Instl Nationwide Destination 2010 Instl Svc ... Access This Document
GW COMMUNICATIONS 401K PLAN (THE PLAN) Plan ID: 110524867 As ...
Fund name: MFS LIFETIME 2040 FUND-R2 Principal strategies: The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, ... Access Doc
Fee & Expense Report - Fi360.com
Fee & Expense Report Prepared on: 2/10/2012 | Investment data as MFS Global Equity R2 $152,000 113 $1,718 40 (40) $608 10 (10) $152 Principal LifeTime 2040 R4 $850,000 106 $9,010 5 (5) $425 $0 5 $425 $0 116 (5) $9,860 Principal LifeTime 2050 R4 $460,000 108 $4,968 5 (5) $ 230 $0 5 ... Read More
Gw Communications 401k Plan
_____% 82937 MFS Lifetime 2030 R2 _____% 82938 MFS Lifetime 2040 R2 _____% 82934 MFS Lifetime Income R2 Bonds _____% 81151 Franklin Strategic Income R _____% 81153 Franklin US Government Secs R _____% 86009 PIMCO Total Return R Money Market/Stable Value ... Read Full Source
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Mfs lifetime 2030 r2 mlfgx mfs lifetime 2040 r2 cmvrx columbia mid cap value r cierx cmorx cmwrx columbia marsico growth r cmtrx columbia marsico 21st century r clirx clgrx columbia lifegoal growth portfolio r clbrx ccerx columbia large cap enhanced core r rgfax ... Read Content
Participant Enrollment 401(k) Plan XYZ Company 401(k) Plan ...
Participant Enrollment 401(k) Plan XYZ Company 401(k) Plan 932777-01 *Great-West SF Lifetime 2040 Fund G.. 40SFGZ % *Great-West SF MFS International Value R2.. GIM000 % Oppenheimer Global A ... Fetch This Document
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Mfs lifetime 2030 r2 mlfgx mfs lifetime 2040 r2 cmvrx columbia mid cap value r cierx columbia multi advisor international equity r cmerx columbia masters international equity portfolio r cmorx columbia marsico international opportunities r cmwrx ... View This Document
Fi360 Due Diligence Breakdown
Fi360 Due Diligence Breakdown Prepared on: 2/10/2012 | Investment data as of 12/31/2011 Principal LifeTime 2040 R4 # of Peers 158 130 68 31 Target Date 2036-2040 25 29 32 27 - √ MFS Global Equity R2 (MEQRX) √ √ N/AppN/App ... Return Document
LEVEL COMPENSATION FUND LINEUP (25 BPS)
LEVEL COMPENSATION FUND LINEUP (25 BPS) STEP 1: MFS Lifetime 2040 R3 MLFHX Target Date 2036- 2040 JHancock Retire Living 2040 R2 JLIEX Target Date 2036- 2040 JHancock Retire Living 2045 R2 JLJEX Target Date 2041- 2045 ... Return Document
FUND LINEUP – COMPLETE LIST . STEP 1: Please indicate which funds to include in the plan’s investment lineup by checking the fund in the column with an “X” MFS Lifetime 2040 R2 MLFGX Target Date 2036‐2040 MFS Lifetime 2045 R2 LTMSX Target Date 2041‐2045 ... Retrieve Content
FUND LINEUP – COMPLETE LIST . STEP 1: Please indicate which funds to include in the plan’s investment lineup by checking the fund in the column with an “X” MFS Lifetime 2040 R2 MLFGX Target Date 2036‐2040 MFS Lifetime 2045 R2 LTMSX Target Date 2041‐2045 ... Fetch Document
Incoming Direct Rollover 401(k) Plan - Empowerdemo.com
Incoming Direct Rollover 401(k) Plan *Great-West SF Lifetime 2040 Fund G..40SFGZ % *Great-West SF Lifetime 2045 Fund G..45SFGZ % *Great-West SF Lifetime 2050 MFS International Value R2..GIM000 % Oppenheimer Global A ... Read Full Source
Roger Williams University (RWU) Is Pleased To Announce ...
TIAA-CREF Lifecycle 2040 Premier TCZPX TIAA-CREF Lifecycle 2045 Premier TTFPX MFS Value R4 MEIJX T. Rowe Price Blue Chip Growth TRBCX including lifetime income. Payments from the variable annuity accounts are not guaranteed and will rise or fall based on investment performance. ... Read Content
MFS Lifetime Target-Date Fund Series Report 020 40 100
MFS Lifetime 2040 A 4.6 18.1 33.9 2.8 27 23.1 2.8 19 QQ MFS Lifetime 2050 A 4.6 – – – – – – – – MFS Lifetime Retirement Income A 2.1 10.0 23.3 7.3 3 8.1 6.3 5 QQQQ Morningstar Target-Date Fund Series Report | 03-31-2011 ... Doc Viewer
YOUR ACTIVE DC PARTNER - Bpp401k.com
MFS® Lifetime® 2040 Fund MLFJX 0(207) R2 > 90%. This statistic measures whether the benchmark used in the analysis is appropriate. 1 Risk/Return factors: 30% Risk/Return: Fund passes if its risk is less than the benchmark or its return is greater than the benchmark. ... Return Doc
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