Investments

Co-op 401k Image 2: Full

Investments

Co-op 401(k) Plan participants can choose from a variety of funds, plus three tiers of investing: self-directed portfolios, InvestMapTM, and professionally managed accounts. To direct growth of retirement funds, cooperative participants have access to:

  • InvestMap: An age- and risk-based target model solution, which provides a unique asset allocation based on each participant’s current age using the plan’s core fund line-up.
  • Professionally managed accounts: Rockbridge investment managers and consultants who can offer advice or manage investment decisions and portfolio changes.
  • A variety of investment options: Profiles of high-quality, low-cost investment funds are available to Co-op 401(k) Plan participants, with fund detail available via the ticker symbol.
  • Rates of return: Quarterly summaries of Co-op 401(k) Plan investment fund returns.
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Rockbridge Investment Management
220 South Warren St, 9th Floor
Syracuse, NY 13202

rockbridgeinvest.com
Tel: +1 888.689.2351
Fax: +1 315.476.8208

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