The October 2013 Heads Up newsletter is now available online. This newsletter contains an article titled, “2013 – Best Year Ever for Incoming Rollovers to the DAP” along with Plan News and Performance. Click here to read your latest newsletter.

The JP Morgan Guide to the Markets report was posted to the Investment Education section. Click here to view this report.

The Royce Global Value Fund was terminated and removed from the International Stock Option on 9/12/13 due to the performance of this fund detracting from overall performance in this option. The new target allocation is 40% BlackRock ACWI Ex-US IMI Index, 12% Templeton Instl. Foreign Equity, 12% Thornburg Intl. Value, 12% Marsico Intl. Opportunities, 10% American Century Intl. Growth, 8% Dimensional Emerging Markets Value,  and 8% TCW International Small Cap. The assets from this fund were moved to the BlackRock ACWI Ex-US IMI Index until the Board finds a replacement fund.

A new lower expense share class recently came available for the American Century International Growth Fund.  On 9/10/13, the Directed Account Plan made the switch to this new share class and the name and ticker changed to American Century International Growth Fund R6 (ATGDX).

Effective in September 2013, Lockwell Small Cap Value Separate Account, found in the Diversified Small Company Stock Option, has a new name – Deutsche Small Cap Value Separate Account. The staff, investment objectives and principals of managing this fund will not change. The only change is the name of the fund because the lead manager, Richard Glass, has switched companies. Glass joined Deutsche Asset & Wealth Management (DeAWM) this month as the U.S. Head of Small and Mid Cap Value Equities. He will become the lead portfolio manager for the Deutsche Small Cap Value Fund, Deutsche Mid Cap Value Fund, and Deutsche Small Mid Cap Value VIP along with the Directed Account Plan’s Deutsche Small Cap Value Separate Account.

The 2012 Summary Annual Report will be mailed this month. An online copy of this report may be found under the Knowledge Center or  by clicking on this link – 2012 Summary Annual Report

The Directed Account Plan celebrates its 20th Anniversary as a lifelong retirement savings plan.  Please take time to read the feature article in this month’s Heads Up Newsletter – 20 Years and Counting for the Directed Account Plan.

The Fidelity BrokerageLink Option has been enhanced. Participants who want to open a new Fidelity BrokerageLink Account no longer need to call and request a BrokerageLink Kit. There is now an online application process available at www.401k.com that eliminates any paperwork. In addition, participants with a Fidelity BrokerageLink account now have the ability to make online transfers to and from their Fidelity Brokerage account, to the Directed Account Plan Core Options and Model Portfolios.

note: The Fidelity BrokerageLink, a self-directed brokerage account, may entail greater risk and is not appropriate for everyone. Additional fees apply to a BrokerageLink account.

The April 2013 Heads Up newsletter is now available online. This newsletter contains an article titled, “Stable Value Industry Showing Steady Improvement” along with Plan News and Performance. Click here to read your latest newsletter.