There are about 25 401K funds you can choose from if you care to self direct your money. There are all of the
age based allocation funds (different page) as well as the asset class type funds listed below. You can click on any fund to see the Google page for it. Or click it in the ticker above to see the Macroaxis page for the fund.
RERCX AMERICAN FUNDS EUROPACIFIC-R3
DISSX BNY MELLON SMALLCAP STK IX INV
NTIAX COLUMBIA MID CAP INDEX FUND-A
RRRAX DWS RREEF REAL ESTATE SECUR A
FEPTX FIDELITY ADVISOR TOTAL BOND FUND M
ODMAX INVESCO DEVELOPING MARKETS A will be phased out and replaced with RNWCX AMERICAN FUNDS NEW WORLD-R3 in early 2024
NoSymbol Invesco Stable Value Retirement Fund - CL5
OIEIX JPMORGAN EQUITY INCOME FUND-A
OGGAX JPMORGAN GOV'T BOND-A
OLGAX JPMORGAN LARGE CAP GROWTH FUND-A
MAAHX MFS AGGRESS GROWTH ALLOCATION-R3
MACNX MFS CONSERVATIVE ALLOCATION-R3
MAGEX MFS GROWTH ALLOCATION FUND-R3
MGIAX MFS INT'L INTRINSIC VALUE A
MAMHX MFS MODERATE ALLOCATION FUND-R3
MFBFX MFS CORPORATE BOND A
MIEAX MM S&P 500 INDEX R4
PHDAX PIMCO HIGH YIELD FUND-A
ACCBX INVESCO CORPORATE BOND A
BHYAX BLACKROCK HIGH YIELD BOND INV A
Click Empower Retirement to go directly to your account.
From Empower Retirement:
Please consider an investment option’s objectives, risks, fees and expenses carefully before investing. Certain transfer and/or frequent trading restrictions may be applicable to your plan’s investment options. This and other information about the investment option can be found in the applicable prospectuses or summary prospectuses, if any, the attached fact sheets and/or other attached information for the investment options listed, the participant website at Empower Retirement, or by contacting our participant service center at 1-800-854-0647. Please review this information carefully before investing.
Please call the Empower Retirement Plan Information Line at 800-854-0647 or log into your account online via Empower Retirement to make any investment changes.
Please contact Scott Swenson and Jacob Creydt for general retirement planning questions and education on the investment lineup.
https://financialservicesinc.ubs.com/team/chwm/meetourteam.html
