Gold

Medal

Waters

Open Table 401k

Latest Review: 1/28/2009

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.

Need help with your total plan?

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.

By e-mail

Your Current Options

Listed at right are the current plan options that have been reported to us.

If we need to update our records, please

GROWTH FUND OF AMERICA R5	VANGUARD EXPLORER FUND
VANGUARD LIFE STRAT. CONS.	VANGUARD LIFE STRAT. GROW.
VANGUARD LIFE STRAT. MOD.	FIDELITY DIVERSIFIED INTL
VANGUARD MID-CAP INDEX	TWEEDY BROWNE GLOBAL VAL
VANGUARD RET SAVINGS TRUST	VANGUARD 500 INDEX
VANGUARD SMALL-CAP INDEX	VANGUARD INT-TERM BOND
FPA CAPITAL FUND
VANGUARD WINDSOR II FUND

send us your new options.

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
VANGUARD 500 INDEX	LARGE CAP	0%	6%	12%	15%	18%	24%	30%
VANGUARD WINDSOR II	LARGE CAP VALUE	0%	4%	8%	10%	12%	16%	20%
VANGUARD SMALL CAP	SMALL CAP	0%	4%	8%	10%	12%	16%	20%
FID DIVERSIFIED INTL	INTERNATIONAL	0%	6%	12%	15%	18%	24%	30%
VANGUARD RET SAVINGS	SHORT-TERM BOND	50%	40%	30%	25%	20%	10%	0%
VANGUARD INT-TERM BD	INT TERM BOND	50%	40%	30%	25%	20%	10%	0%

NOTES:	NO REAL ESTATE OPTION
	NO INTL SMALL OPTION
	NO EMERGING OPTION

0% Stock/100% Bond

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.