| 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 703.706.9566 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: From: peter.b.suyama@ampf.com 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 -----
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. ----------------------------------------- ****************************************************************************** "This message and any attachments are solely for the intended recipient and may contain confidential or privileged information. If you are not the intended recipient, any disclosure, copying, use, or distribution of the information included in this message and any attachments is prohibited. If you have received this communication in error, please notify us by reply e-mail and immediately and permanently delete this message and any attachments. Thank you." ****************************************************************************** |
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