All of the Fidelity Funds with the exception of Fidelity Growth Company and Fidelity Small Cap Growth will be discontinued on Friday, January 27th. After market close on 1/27, no participant transactions will be allowed until the morning of Monday 1/30. All existing balances in the discontinued funds will be directed to the Vanguard Target Retirement Fund appropriate for your age. You have the option to exchange your funds daily without transaction fees. (except when market is closed). Detailed information for your investment options are found under the Resources & Planning tab on this web site.
Archive for January, 2017
Fidelity Funds Discontinued
Monday, January 23rd, 20172016 – A Monumental Year for the DAP
Thursday, January 19th, 2017Your Heads Up newsletter is posted! This year-end review for 2016 – A Monumental Year for the DAP contains an article on Plan Expenses along with a summary of your investment options and their performance. Please CLICK HERE to view this newsletter. There is an archive of all of the DAP newsletters under the “Knowledge Center” tab, “Heads Up Library”.
Web Site Additions
Monday, January 9th, 2017Performance, Plan Expenses, Allocations of Underlying Funds and Investment Overviews have been added to the website. The Investment Overviews are found under the DAP ENHANCEMENTS tab. Daily NAVS for all the funds are found under the TRACKING YOUR INVESTMENTS tab. The Performance as of 12/31/16, Expense Factors, Underlying Fund Allocation and Risk Levels are included for all of the funds under the RESOURCES & KNOWLEDGE tab. A detailed Plan Expense Overview is found in the ABOUT tab. Look forward to your quarterly statement and the Heads Up newsletter the third week of January. The Heads Up newsletter will include 12/31/16 performance and an article on plan expenses.