Saturday, November 22, 2014

Investments for Dell 401K employees and investors

Dell's plan has 22 investment options.  You only need to invest in 2 funds given performance at the moment so keep it simple. If performance improves across the other options we will update the allocation and you can update your allocation. Below is the stock and bond allocations for conservative, moderate, and aggressive investors.

Equity Index Fund - This fund is essentially the S&P 500.

Bond Index Fund - This fund tracks the Barclays U.S. Aggregate Float Adjusted Index which is a standard bond index.





To adjust your allocations you must logon to Fidelity NetBenefits and choose to rebalance.  Be sure to change your payroll elections too to match your allocation.

Finally, we are creating a newsletter specifically for Dell 401K employees and investors.  It will be available by subscription only.  Send an e-mail to acd@acdfinancial.com.

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