Investment options of TMP WORLDWIDE ADVERTISING AND COMMUNICATIONS LLC 401K SAVINGS PLAN
Total Available Funds: 23
| Investment Description |
|---|
| FEDERATED INVESTORS TRUST COMPANY CAPITAL PRESERVATION FUND |
| JP MORGAN LGCAP GROWTH A |
| JP MORGAN SMART RET 2055 CL A |
| JP MORGAN SMART RET 2020A |
| JP MORGAN SMART RET 2025A |
| JP MORGAN SMART RET 2030A |
| JP MORGAN SMART RET 2035A |
| JP MORGAN SMART RET 2040A |
| JP MORGAN SMART RET 2045A |
| JP MORGAN SMART RET 2050A |
| JP MORGAN SMART RET INCMA |
| JP MORGAN MIDCAP GROWTH SELECT |
| OPPENHEIMER INVESCO OPPENHEIMER DEVELOPING MKTS A |
| SCHWAB S& P 500 INDEX SEL |
| JHANCOCK DISCIPLINED VAL MCP |
| PIONEER BOND FUND CL Y |
| PRINCIPAL GLOBAL REAL ES SEC A |
| PUTNAM EQUITY INCOME FUND A |
| TIAA CREF LARGE-CAP GR INDEX ADM |
| VANGUARD MID-CAPE INDEX ADM |
| FULLER THALER BEHAVIOR SMALL-CAP EQUITY |
| CLEAR BRIDGE INTERNATIONAL GROWTH FUND CLASS A |
| FIDELITY INFLATION-PROTECTED BOND INDEX FUND |
Investment model portfolios
We provide two types of investment model portfolios for TMP WORLDWIDE ADVERTISING AND COMMUNICATIONS LLC 401K SAVINGS 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 TMP WORLDWIDE ADVERTISING AND COMMUNICATIONS LLC 401K SAVINGS PLAN