401k Service > Your Company
Unbiased information may help you make the most of your retirement plan. Take a look at the portfolio models below, which were created based upon your plan's investment alternatives.
Please remember that these are possible options only and understand that we are not the the Administrator for your plan. Please contact your HR department or your Plan Administrator if you need help with or have any questions about your plan.
If you find these model allocations useful, feel free to share them with your colleagues, friends, and family.
Have a Gold Medal Waters Advisor work with you on your financial plan and entire investment portfolio - not just your retirement plan.
Request a free initial consultation to meet and assess your situation.
By phone at (720) 887-1299.
Listed at right are the current plan options that have been reported to us.
If we need to update our records, please
| GALLIARD RETIREMENT INCOME Fund | JANUS PERKINS MID-CAP VALUE | |
| PIMCO TOTAL RETURN FUND | VAN KAMPEN MID-CAP GROWTH | |
| PIMCO REAL RETURN FUND | COLUMBIA SMALL-CAP VALUE II | |
| AMERICAN FUNDS BALANCED R3 | HABOR SMALL COMPANY GROW | |
| VAN KAMPEN GROWTH- INCOME | ALLIANCE BERSTEIN INTL VALUE | |
| COLUMBIA LARGE-CAP INDEX FUND | AMERICAN FUNDS EUROPACIFIC | |
| JOHN HANCOCK RAINIER GROW | ||
| ROPER COMPANY STOCK |
What are the different portfolio models in the chart?
| Fund | Asset Class | 0/100 | 20/80 | 40/60 | 50/50 | 60/40 | 80/20 | 100/0 |
| COLUMBIA LARGE-CAP | LARGE CAP | 0% | 10% | 20% | 25% | 30% | 40% | 50% |
| HARBOR SMALL COMPANY | SMALL CAP | 0% | 2% | 4% | 5% | 6% | 8% | 10% |
| COLUMBIA SMALL-CAP VALUE | SMALL CAP VALUE | 0% | 2% | 4% | 5% | 6% | 8% | 10% |
| ALLIANCE INTL VALUE | INTERNATIONAL | 0% | 2% | 4% | 5% | 6% | 8% | 10% |
| AF EUROPACIFIC GROWTH | INTERNATIONAL | 0% | 4% | 8% | 10% | 12% | 16% | 20% |
| GALLIARD RETIREMENT INCOME | SHORT-TERM FIXED | 50% | 40% | 30% | 25% | 20% | 10% | 0% |
| PIMCO TOTAL RETURN | INTERMEDIATE FIXED | 50% | 40% | 30% | 25% | 20% | 10% | 0% |
| NOTES: | NO REAL ESTATE OPTION | |||||||
| NO INTL SMALL OPTION | ||||||||
| NO EMERGING MARKETS | ||||||||
Involves lowest level of risk. For short-term goals.
20% Stock/80% Bond
Involves lower level of risk. For shorter-term goals.
40% Stock/60% Bond
Involves a moderate level of risk. For short to intermediate goals.
50% Stock/50% Bond
Involves a moderate to moderately high level of risk. For intermediate-term goals.
60% Stock/40% Bond
Involves a moderately high level of risk. For intermediate to longer-term goals.
80% Stock/20% Bond
Involves a high level of risk. For long-term goals and aggressive investors.
100% Stock/0% Bond
Involves the highest level of risk. For long-term goals and very aggressive investors.
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