Retirement Income Savings Plan

2Investments

See your mix and compare to typical mixes (Update the table below to see how your mix will change).

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Typical mixes based on years to retirement (see how are these were calculated)

My Investment Mix

Investments as if you have -- years to retire

Conservative

5 years to retire

Moderate

20 years to retire

Aggressive

45 years to retire

Which funds would you like to invest in? (things to consider)

Fund Name expand all

5–Year Return
(as of 3/31/)

10–Year Return
(as of 3/31/)

Investment Fees

Enter New Investment

Target Date Funds (Moderate risk – ABC Company Suggests this is a good place to start … tell me more)

Target Date – 2035

5–Year Return
(as of 3/31/)

7.48%

10–Year Return
(as of 3/31/)

11.25%

Investment Fees

0.01%

New Investment

Target Date – 2045

5–Year Return
(as of 3/31/)

6.10%

10–Year Return
(as of 3/31/)

8.20%

Investment Fees

0.01%

New Investment

Stock and Growth Funds (Moderate risk – financial experts typically say … tell me more)

Small Cap Equity

5–Year Return
(as of 3/31/)

N/A

10–Year Return
(as of 3/31/)

N/A

Investment Fees

0.01%

New Investment

Mid Cap Equity

5–Year Return
(as of 3/31/)

7.21%

10–Year Return
(as of 3/31/)

6.97%

Investment Fees

0.01%

New Investment

Large Cap Equity

5–Year Return
(as of 3/31/)

(-1.58%)

10–Year Return
(as of 3/31/)

1.82%

Investment Fees

0.01%

New Investment

Bond and Income Funds (Low risk – can provide safe stable … tell me more)

Short–Term Bond

5–Year Return
(as of 3/31/)

5.82%

10–Year Return
(as of 3/31/)

6.52%

Investment Fees

0.01%

New Investment

Bond Index

5–Year Return
(as of 3/31/)

5.82%

10–Year Return
(as of 3/31/)

6.52%

Investment Fees

0.01%

New Investment

Capital Preservation Funds (Low risk – priority for retirees and those nearing retirement … tell me more)

Money Market

5–Year Return
(as of 3/31/)

0.10%

10–Year Return
(as of 3/31/)

1.55%

Investment Fees

0.01%

New Investment

Company Stock (Moderate risk – financial experts typically say … tell me more)

ABC Company Stock

5–Year Return
(as of 3/31/)

(-1.58%)

10–Year Return
(as of 3/31/)

1.82%

Investment Fees

0.01%

New Investment

Total (must equal 100%)

See your projected balance over time based on your new mix.

Projected Balance at Age 65

How is this calculated?

Sharkfin (Sales Demo Only)

Conservative: Conservative investment mixes generally contain a large percent of the total in lower-risk securities such as fixed-income and money market securities. A goal of a conservative portfolio is to protect the principal value of your portfolio.

Moderate: Moderate investment mixes contain a balanced mix of both fixed-income and growth-oriented securities alike. This provides a balance between income and growth and generally is a strategy if you have more than five years before retirement.

Aggressive: Aggressive investments mixes are focused on growth and generally consist almost entirely of equities (stocks). The main goal is growth over a long period of time.

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