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CCGI 401k Investment Overview

CCGI 401k Investment Overview. August 2013 Open Enrollment Meetings. Open Architecture Investment Solutions. Low-Cost ETFs & Other Choices. GPS Solutions – Institutional Shares.

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CCGI 401k Investment Overview

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  1. CCGI 401k Investment Overview August 2013 Open Enrollment Meetings

  2. Open Architecture Investment Solutions Low-Cost ETFs & Other Choices GPS Solutions – Institutional Shares • Targeted choices from well-known, established ETF companies that meet our screening requirements, along with an active GuideMark Fund and a stable value option • Low-cost passive ETFs include US large cap equity, US mid cap equity, US small cap equity, international developed market equity, emerging market equity, core US bond and TIPS • Strategies that incorporate broad diversification across all four asset approaches and alternative investments in a single risk-basedmanaged account • Aim to navigate both bull and bear markets

  3. Risk Profile Considerations • The PCS system has a risk profile questionnaire that can assist you with identifying possible investment options for your personal preferences, goals and objectives

  4. Self-Directed Options • Plan participants can choose from a mix of ETFs, Active Funds, Stable Value and Money Market in seeking to build well diversified portfolios

  5. What are GPS Solutions? • GPS Solutions are managed portfolios seeking to diversify investor assets across multiple approaches to asset allocation and capture the investment thematic exposures of a broad range of portfolio strategists GPSRisk Based Managed Portfolio Alternative Investments

  6. GPS Solutions: Risk-Targeted Choice & Simplicity • Plan participants can choose from six investment profiles • Ranging from Long-Term Growth to Conservative, based on theirrisk tolerance and investment objectives • Otherwise, they will default to the QDIA (qualified default investment alternative), designed for participants who do not make an initial investment selection • The QDIA includes an age-based glide path that moves assets across five risk profiles of GPS Solutions • Strategies automatically adjust to become more conservative over time

  7. GPS Solutions: Sophisticated Solutions Made Simple Glidepathing for QDIA Long-Term Growth Growth Moderate Growth Equity Market Exposure Moderate Moderate Conservative Conservative Risk Profile Accumulation Retirement Graph is for illustrative purposes only. The graph represents the general range of assets in the approach for each profile.

  8. Assessing Your Transition – Self Directed Options • Considerations for the move from Genworth to CCGI plan:

  9. Assessing Your Transition – Managed Options • Considerations for the move from Genworth to CCGI plan:

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