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Friday, October 15, 2010

Fidelity 401k plan change

All,

You should have already received a booklet from Fidelity outlining the changes to your 401k plan. Thanks to Larry Calhoun from New York for pointing this out as I probably would have set it aside to read at a later date. There are significant changes to available funds and it would be a good idea to read about and research the new funds. Another change is that Brokeragelink is now available for increase to 99% of your account.

We are all getting much closer to the time when these funds will be needed, so now would probably be a good time to sit down with a financial advisor to plot your investment strategy.


Take care,

Bob