Investment options of GREENBERG TRAURIG 401K PLAN
Total Available Funds: 35
| Investment Description |
|---|
| At December 31, |
| T. Rowe Price Retirement Hybrid 2005 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2010 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2015 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2020 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2025 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2030 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2035 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2040 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2045 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2050 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2055 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2060 Trust T11 Fund |
| T. Rowe Price Retirement Hybrid 2065 Trust T11 Fund |
| Columbia Trust Dividend Income Fund Institutional |
| FIAM Core Plus Commingled Pool Class K Fund |
| SSGA Global Equity ex-U.S. |
| SSGA Russell Small / Mid Cap Equity |
| SSGA S&P |
| SSGA U.S. Bond |
| New York Life Anchor Fund |
| Dodge and Cox International Stock Fund |
| PIMCO Income Fund Institutional Class |
| T. Rowe Price Institutional Small-Cap Stock Fund |
| JP Morgan Large Cap Growth Fund |
| MFS International Growth Fund |
| Thrivent Mid Capital Stock Fund |
| Schwab Personal Choice Retirement |
| NEW YORK LIFE ANCHOR ACCT IV Pooled Separate Accounts |
| DODGE & COX INTL STOCK Registered Investment Company |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company |
| MFS INTERNATIONAL GROWTH R6 Registered Investment Company |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company |
| T ROWE PRICE INSTL SMCP STOCK Registered Investment Company |
| THRIVENT MID CAP STOCK S Registered Investment Company |
Investment model portfolios
We provide two types of investment model portfolios for GREENBERG TRAURIG 401K 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 GREENBERG TRAURIG 401K PLAN