| Good to go. Good luck with the bomb throwing at the bank. Let me know how it works out. Thanks for the look at the 401K selections. Haytham and I appreciate the input. Dad
Neal A. Puckett, Esq LtCol, USMC (Ret) Puckett & Faraj, PC 1800 Diagonal Rd, Suite 210 Alexandria, VA 22314 703.706.9566
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On Nov 14, 2011, at 1:02 AM, Sean Puckett wrote: Hi Dad,
Sorry to report that I don't have the experience in this area to provide a qualified answer. My unqualified response would be that it seems reasonable and responsible to me. I noted that the investments offerings can be "adjusted over time" so maybe you start with what was advised and then tailor it to the deisres of your employees as your learn what those are.
Have a great week! D-day (submission of resignation) is likely Friday or Monday for me. I'll keep you posted.
Also, watched all but one of the Vietnam HD series on the History Channel over the long weekend. What a crazy and difficult war. That show makes me want to learn more about all the wars, the strategy involved perks my interest.
All for now, talk soon.
Sean.
On Sun, Nov 13, 2011 at 7:42 AM, Puckett Neal <neal@puckettfaraj.com> wrote:
Sean,
This is what our (The Law Firm's) financial advisor sent us as a selection of investments from which our employees can choose for 401K funds once we offer that in January. Would you be able to take a look at the list and see whether it's reasonable and "good enough?" We're responsible as employers for offering a responsible selection.
Dad
Neal A. Puckett, Esq
LtCol, USMC (Ret)
Puckett & Faraj, PC
1800 Diagonal Rd, Suite 210
Alexandria, VA 22314
The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 703-706-9566 or via a return the e-mail to sender. You are required to purge this E-mail immediately without reading or making any copy or distribution.
Begin forwarded message:
Date: November 9, 2011 10:01:51 AM EST
Subject: Fw: portfolio
Hi Neal here is a 1st cut at a two tier 401(k) fund line up: Tier 1 = 7 Target Date funds ( these funds are actively managed to the corresponding retirement date of the participant)
Tier 2 = 12 core funds that cover the various asset classes ie Money Market, fixed income, large,mid and small equity. In addition international and three sector specific funds ( technology, real estate and health sciences) The funds are all top performers in their respective asset class
This provides a manageable, diverse fund lineup that can be adjusted over time. Marcy would you please review the prior employee census and update for any changes; this is for the Group Disability, Thanks !
Peter
Peter Suyama CRPC®, CRPS® Financial Advisor | Business Financial Advisor
Ameriprise Financial Services, Inc. 10530 Warwick Avenue, Suite C2, Fairfax, VA 22030 Office: 703.865.4552 | Fax: 703.385.9006 | Mobile: 703.919.8184 | Peter.b.suyama@ampf.com
Learn more @ ameripriseadvisors.com/peter.b.suyama CA Insurance License 0F93436
We shape financial solutions for a lifetime® An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia ManagementSM products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
----- Forwarded by Peter B Suyama/Field/AMPF on 11/09/2011 09:51 AM -----
| Peter B Suyama/Field/AMPF 11/09/2011 08:58 AM |
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To review
Peter Suyama CRPC®, CRPS®
Financial Advisor | Business Financial Advisor
Ameriprise Financial Services, Inc.
10530 Warwick Avenue, Suite C2, Fairfax, VA 22030
Office: 703.865.4552 | Fax: 703.385.9006 | Mobile: 703.919.8184 | Peter.b.suyama@ampf.com
Learn more @ ameripriseadvisors.com/peter.b.suyama
CA Insurance License 0F93436
We shape financial solutions for a lifetime®
An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia ManagementSM products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
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