Investment options of FORCEPOINT 401(K) RETIREMENT PLAN
Total Available Funds: 26
| Investment Description |
|---|
| FIDELITY 500 INDEX FUND Registered Investment Company |
| JP MORGAN SMARTRTMT 2040 R6 FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2030 R6 FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2035 R6 FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2050 R6 FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2045 R6 FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2055 R6 FD Registered Investment Company |
| AMERICAN FUNDS NEWPRSP R6 FND Registered Investment Company |
| JP MORGAN SMARTRTMT 2060 R6 FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2025 R6 FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2020 R6 FD Registered Investment Company |
| JP MORGAN EQUITY INCM R6 FD Registered Investment Company |
| JANUS HENDERSON ENTERPRISE N FUND Registered Investment Company |
| VICTORY SYCAMORE EST VAL R6 FD Registered Investment Company |
| FIDELITY US BOND INDEX FUND Registered Investment Company |
| AM FDS EUROPACIFIC GRTH R6 FD Registered Investment Company |
| FIDELITY INTERNATIONAL INDEX FUND Registered Investment Company |
| JANUS HENDERSON TRITON FUND Registered Investment Company |
| FRANKIN SMALL CAP VALUE GG R Registered Investment Company |
| JP MORGAN SMARTRTMT INCM R6 FD Registered Investment Company |
| PIMCO INCOME INSTITUTIONAL FD Registered Investment Company |
| JP MORGAN SMARTRTMT 2065 R6 FD Registered Investment Company |
| MFS GROWTH EQUITY L FUND Collective Trust |
| PRINCIPAL MIDCAP S&P 400 INDEX SEP ACCT Pooled Separate Account |
| PRINCIPAL SMALLCAP S&P 600 INDEX SA Pooled Separate Account |
| maturing through March 2052 – |
Investment model portfolios
We provide two types of investment model portfolios for FORCEPOINT 401(K) RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for FORCEPOINT 401(K) RETIREMENT PLAN