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County of Los Angeles 401(k) Savings Plan Fourth Quarter 2011 Focus on: Diversified Investing with Target Date Funds IN THIS ISSUE: target T Date Funds 101 Date Funds: Helping Solve Your Retirement
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How to fill out target date funds 101
How to fill out Target Date Funds 101:
Begin by understanding what target date funds are:
01
Target date funds are a type of mutual fund that automatically adjusts its asset allocation based on the target retirement date.
02
The funds typically invest in a mix of stocks, bonds, and other assets and become more conservative as the target date approaches.
Determine your retirement date:
01
The first step in filling out a target date fund is to determine your target retirement date.
02
This is the date when you expect to start withdrawing money from your investments.
Assess your risk tolerance:
01
Consider your risk tolerance when choosing a target date fund.
02
If you have a higher risk tolerance, you may opt for a target date fund with a higher allocation to stocks.
03
Conversely, if you have a lower risk tolerance, a fund with a higher allocation to bonds and cash may be more suitable.
Select an appropriate target date fund:
01
Look for a target date fund that aligns with your retirement date and risk tolerance.
02
Consider factors such as the fund's expense ratio, historical performance, and the investment management team.
Fill out the necessary paperwork:
01
Once you have chosen the target date fund, you will need to fill out the required paperwork.
02
This may include providing personal information, specifying the investment amount, and setting up automatic contributions if desired.
Monitor and review your investments:
01
Regularly review your target date fund to ensure it remains aligned with your retirement goals and risk tolerance.
02
Make adjustments if necessary, especially as your retirement date approaches.
Who needs target date funds 101?
Individuals with little investment knowledge:
01
Target date funds are suitable for individuals who may have limited knowledge or experience in investment management.
02
These funds provide a straightforward investment option with automatic asset allocation adjustment.
Investors who prefer a hands-off approach:
01
Target date funds are designed for investors who prefer a hands-off approach to investing.
02
With automatic asset allocation adjustments, investors do not need to actively manage their portfolios.
Those planning for retirement:
01
Target date funds are particularly useful for individuals planning for retirement.
02
These funds provide a ready-made investment solution tailored to their retirement date, which can help simplify their retirement planning process.
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What is target date funds 101?
Target date funds 101 are investment funds that automatically adjust their asset allocation over time based on the investor's age and retirement date.
Who is required to file target date funds 101?
Investment companies offering target date funds are required to file Form 101 with the Securities and Exchange Commission.
How to fill out target date funds 101?
Target date funds 101 can be filled out by providing information on the fund's target retirement date, asset allocation strategy, fees, and performance.
What is the purpose of target date funds 101?
The purpose of target date funds 101 is to provide investors with a diversified investment option that automatically adjusts its risk level as the investor gets closer to retirement.
What information must be reported on target date funds 101?
Target date funds 101 must report information on the fund's investment objectives, strategies, risks, fees, and historical performance.
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