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