The third in a series of meetings to discuss changes/decisions affecting Investment Options.
Date: Thursday, January 3, 2018
Time: 8:30 a.m. to 10:00 a.m.
Place: City Hall, Treasury Conference Room, Suite 330
Agenda Topics expected to be covered:
- Non-U.S. Equity options
- Fixed Income options
- Other investment options (i.e., specialty funds
- Review of participant #’s and $$$ invested in various current set of investment options within the 401k and 457
- Review of participant #’s and $$$ invested in Managed Accounts, and possible further delineation if E.R. can access it
- Review of participant #’s and $$$ invested in Self-Directed Brokerage Accounts (SDBA)