Tuesday, March 09, 2010
SKRP Fidelity 401k Portfolios Minimize
 
  
UPDATED: 2/2/09
Allocation Instructions
 
Portfolios:
Management
Craft – Scroll Down Page
 
 
 
How to allocate your 401(k) Plan...
 
CONTRIBUTIONS
 
 
  1. Log on to www.fidelity.com or www.401K.com
  2. Enter your User ID and password (User ID is often the ss #)
  3. Select LOGIN
  4. You will see your Home Page –
Click on the second green tab on top, Savings & Retirement
  1. Go to the SELECT ACTION drop down menu by the plan with the balance
  2. Select CHANGE INVESTMENTS
  3. Select INVESTMENT ELECTIONS
  4. Select CHANGE YOUR INVESTMENT ELECTIONS
  5. Update each field based on the chosen portfolio % for your investment needs
  6. Click NEXT
  7. SELECT your choice of confirmation from the DROP DOWN MENU
Receive Online Confirmation OR Receive Written Confirmation in the Mail
  1. Chose CONTINUE & CONFIRM
 
 
 

Management
 
CONSERVATIVE 50/50
  •   4% Int'l Stock Index Fund
  •   4% AT&T Int'l Stock Fund
  • 14% Small & Mid-Size US Stock Index Fund
  • 14% Large Cap US Stock Index Fund
  • 15% AT&T US Stock Fund
  • 25% AT&T Total Return Bond Fund
  • 25% AT&T Stable Value Fund
 
 

Management
 
BALANCED 60/40
  • 5% Int'l Stock Index Fund
  • 5% AT&T Int'l Stock Fund
  • 17% Small & Mid-Size US Stock Index Fund
  • 18% Large Cap US Stock Index Fund
  • 20% AT&T US Stock Fund
  • 20% AT&T Total Return Bond Fund
  • 20% AT&T Stable Value Fund
 
 

 
 
Management
GROWTH & INCOME 70/30
  • 7% Int'l Stock Index Fund
  • 8% AT&T Int'l Stock Fund
  • 18% Small & Mid-Size US Stock Index Fund
  • 18% Large Cap US Stock Index Fund
  • 19% AT&T US Stock Fund
  • 15% AT&T Total Return Bond Fund
  • 15% AT&T Stable Value Fund
 
 

Management
 
GROWTH 80/20
  • 10% Int'l Stock Index Fund
  • 10% AT&T Int'l Stock Fund
  • 20% Small & Mid-Size US Stock Index Fund
  • 20% Large Cap US Stock Index Fund
  • 20% AT&T US Stock Fund
  • 10% AT&T Total Return Bond Fund
  • 10% AT&T Stable Value Fund
 
 

Management
 
AGGRESSIVE GROWTH PORTFOLIO 90/10
  • 12% Int'l Stock Index Fund
  • 13% AT&T Int'l Stock Fund
  • 20% Small & Mid-Size US Stock Index Fund
  • 20% Large Cap US Stock Index Fund
  • 25% AT&T US Stock Fund
  • 10% AT&T Total Return Bond Fund
 
 

 
 
Craft
CONSERVATIVE 50/50
  •   8% DFA Int’l Value II Fund
  • 15% T. Rowe Price Mid-Cap Growth Fund
  • 13% DFA US Large Cap Value Fund
  • 14% Vanguard Growth Index Trust Fund
  • 25% Bond Fund
  • 25% Interest Income Fund
 
 

Craft
 
BALANCED 60/40
  • 10% DFA Int’l Value II Fund
  • 17% T. Rowe Price Mid-Cap Growth Fund
  • 14% DFA US Large Cap Value Fund
  • 14% Vanguard Growth Index Trust Fund
  •   5% DFA US Small Cap Value Fund
  • 20% Bond Fund
  • 20% Interest Income Fund
 
 

Craft
 
GROWTH & INCOME 70/30
  • 15% DFA Int’l Value II Fund
  • 20% T. Rowe Price Mid-Cap Growth Fund
  • 15% DFA US Large Cap Value Fund
  • 15% Vanguard Growth Index Trust Fund
  •   5% DFA US Small Cap Value Fund
  • 15% Bond Fund
  • 15% Interest Income Fund
 
 

Craft
 
GROWTH 80/20
  • 20% DFA Int’l Value II Fund
  • 10% DFA US Small Cap Value
  • 20% T. Rowe Price Mid-Cap Growth Fund
  • 15% DFA US Large Cap Value Fund
  • 15% Vanguard Growth Index Trust Fund
  • 10% Bond Fund
  • 10% Interest Income Fund
 
 

Craft
 
AGGRESSIVE GROWTH PORTFOLIO 90/10
  • 25% DFA Int’l Value II Fund
  • 10% DFA US Small Cap Value
  • 25% T. Rowe Price Mid-Cap Growth Fund
  • 15% DFA US Large Cap Value Fund
  • 15% Vanguard Growth Index Trust Fund
  • 10% Bond Fund
 
  
UPDATED: 2/2/09
Allocation Instructions
 
Portfolios:
Management
Craft – Scroll Down Page
 
 
 
How to allocate your 401(k) Plan...
 
CONTRIBUTIONS
 
 
  1. Log on to www.fidelity.com or www.401K.com
  2. Enter your User ID and password (User ID is often the ss #)
  3. Select LOGIN
  4. You will see your Home Page –
Click on the second green tab on top, Savings & Retirement
  1. Go to the SELECT ACTION drop down menu by the plan with the balance
  2. Select CHANGE INVESTMENTS
  3. Select INVESTMENT ELECTIONS
  4. Select CHANGE YOUR INVESTMENT ELECTIONS
  5. Update each field based on the chosen portfolio % for your investment needs
  6. Click NEXT
  7. SELECT your choice of confirmation from the DROP DOWN MENU
Receive Online Confirmation OR Receive Written Confirmation in the Mail
  1. Chose CONTINUE & CONFIRM
 
 
 

Management
 
CONSERVATIVE 50/50
  •   4% Int'l Stock Index Fund
  •   4% AT&T Int'l Stock Fund
  • 14% Small & Mid-Size US Stock Index Fund
  • 14% Large Cap US Stock Index Fund
  • 15% AT&T US Stock Fund
  • 25% AT&T Total Return Bond Fund
  • 25% AT&T Stable Value Fund
 
 

Management
 
BALANCED 60/40
  • 5% Int'l Stock Index Fund
  • 5% AT&T Int'l Stock Fund
  • 17% Small & Mid-Size US Stock Index Fund
  • 18% Large Cap US Stock Index Fund
  • 20% AT&T US Stock Fund
  • 20% AT&T Total Return Bond Fund
  • 20% AT&T Stable Value Fund
 
 

 
 
Management
GROWTH & INCOME 70/30
  • 7% Int'l Stock Index Fund
  • 8% AT&T Int'l Stock Fund
  • 18% Small & Mid-Size US Stock Index Fund
  • 18% Large Cap US Stock Index Fund
  • 19% AT&T US Stock Fund
  • 15% AT&T Total Return Bond Fund
  • 15% AT&T Stable Value Fund
 
 

Management
 
GROWTH 80/20
  • 10% Int'l Stock Index Fund
  • 10% AT&T Int'l Stock Fund
  • 20% Small & Mid-Size US Stock Index Fund
  • 20% Large Cap US Stock Index Fund
  • 20% AT&T US Stock Fund
  • 10% AT&T Total Return Bond Fund
  • 10% AT&T Stable Value Fund
 
 

Management
 
AGGRESSIVE GROWTH PORTFOLIO 90/10
  • 12% Int'l Stock Index Fund
  • 13% AT&T Int'l Stock Fund
  • 20% Small & Mid-Size US Stock Index Fund
  • 20% Large Cap US Stock Index Fund
  • 25% AT&T US Stock Fund
  • 10% AT&T Total Return Bond Fund
 
 

 
 
Craft
CONSERVATIVE 50/50
  •   8% DFA Int’l Value II Fund
  • 15% T. Rowe Price Mid-Cap Growth Fund
  • 13% DFA US Large Cap Value Fund
  • 14% Vanguard Growth Index Trust Fund
  • 25% Bond Fund
  • 25% Interest Income Fund
 
 

Craft
 
BALANCED 60/40
  • 10% DFA Int’l Value II Fund
  • 17% T. Rowe Price Mid-Cap Growth Fund
  • 14% DFA US Large Cap Value Fund
  • 14% Vanguard Growth Index Trust Fund
  •   5% DFA US Small Cap Value Fund
  • 20% Bond Fund
  • 20% Interest Income Fund
 
 

Craft
 
GROWTH & INCOME 70/30
  • 15% DFA Int’l Value II Fund
  • 20% T. Rowe Price Mid-Cap Growth Fund
  • 15% DFA US Large Cap Value Fund
  • 15% Vanguard Growth Index Trust Fund
  •   5% DFA US Small Cap Value Fund
  • 15% Bond Fund
  • 15% Interest Income Fund
 
 

Craft
 
GROWTH 80/20
  • 20% DFA Int’l Value II Fund
  • 10% DFA US Small Cap Value
  • 20% T. Rowe Price Mid-Cap Growth Fund
  • 15% DFA US Large Cap Value Fund
  • 15% Vanguard Growth Index Trust Fund
  • 10% Bond Fund
  • 10% Interest Income Fund
 
 

Craft
 
AGGRESSIVE GROWTH PORTFOLIO 90/10
  • 25% DFA Int’l Value II Fund
  • 10% DFA US Small Cap Value
  • 25% T. Rowe Price Mid-Cap Growth Fund
  • 15% DFA US Large Cap Value Fund
  • 15% Vanguard Growth Index Trust Fund
  • 10% Bond Fund
Print  

Copyright 2007 by Straub & King Retirement Planning