You can choose from a diversified selection of investment choices—all of which continually receive strong, trusted oversight with respect to fees and fund performance, from the Supplemental Retirement Board of Trustees. Or, if you want help choosing your investments, the optional GoalMaker® program, available at no additional charge, can make choosing your investments easy.
LEARN MORE ABOUT YOUR INVESTMENT OPTIONS
| ▶ | This flyer includes a high-level summary of GoalMaker’s model portfolios and the investment lineups.
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Funds | ||
| POTENTIAL RISK AND REWARD | NC 401(k) & NC 457 | |
|---|---|---|
LOWER HIGHER | Stable Value |
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| Fixed Income |
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| Inflation Protection | ||
| Large Cap | ||
| Small/Mid Cap | ||
| International | ||
- Balanced
- Large-Cap Stock
- Small/Mid-Cap Stock
- Global/International Stock
* Registered mutual fund
Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Empower Retirement 866-NCPlans (866-627-5267) for a prospectus, summary prospectus for SEC-registered products or disclosure document for unregistered products, if available, containing this information. Read each carefully before investing.
GoalMaker's model allocations are based on generally accepted financial theories that take into account the historic returns of different asset classes. Past performance of any investment does not guarantee future results. Participants should consider their other assets, income and investments (e.g., equity in a home, Social Security benefits, individual retirement plan investments, etc.) in addition to their interest in the plan, to the extent those items are not taken into account in the model. Participants should also periodically reassess their GoalMaker investments to make sure their model portfolio continues to correspond to their investment objectives, risk tolerance and retirement time horizon.