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401k, 403b plan

Community Bank System, Inc. 401(K) Employee Stock Ownership Plan

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Plan was created by bmurphy on 9/28/2015.
Number of Followers: 2


COMMENTS plan comments help
comment plan bmurphy 9/28/2015 8:36:35 PM
Plan is mostly correct as of today. Smart Funds have been proxied by Fidelity Freedom funds which should behave in braodly the same fashion, though there are substantial differences between the two managers.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
American Funds EuroPacific Growth Fund Class AAEPGXwas removed by genejr254/20/2016
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by genejr254/20/2016Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas removed by genejr254/20/2016
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas added by genejr254/20/2016Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by genejr254/20/2016Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by genejr254/20/2016Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by genejr254/20/2016Remove
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by genejr254/20/2016Remove
Oppenheimer Developing Markets Fund Class IODVIXwas added by genejr254/20/2016Remove
Oppenheimer Developing Markets Fund Class AODMAXwas removed by genejr254/20/2016
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by genejr254/20/2016Remove
DFA Real Estate Securities Portfolio Institutional ClassDFREXwas added by genejr254/20/2016Remove
HB&T Mid Cap Blend Index R1was removed by genejr254/20/2016
SMART FDS INDEX TODAY R-INSTwas removed by genejr254/20/2016
Fidelity Freedom K 2050 FundFFKHXwas removed by genejr254/20/2016
Fidelity Freedom K 2050 FundFFKHXwas added by bmurphy9/28/2015
SMART FDS INDEX TODAY R-INSTwas added by bmurphy9/28/2015
HB&T Metlife Stable Value R1was added by bmurphy9/28/2015Remove
HB&T Mid Cap Blend Index R1was added by bmurphy9/28/2015
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by bmurphy9/28/2015Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by bmurphy9/28/2015Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by bmurphy9/28/2015
T. Rowe Price New Horizons FundPRNHXwas added by bmurphy9/28/2015Remove
T. Rowe Price Mid-Cap Value FundTRMCXwas added by bmurphy9/28/2015Remove
T. Rowe Price Mid-Cap Growth FundRPMGXwas added by bmurphy9/28/2015Remove
Community Bank System, Inc.CBUwas added by bmurphy9/28/2015Remove
T. Rowe Price Inflation Protected Bond FundPRIPXwas added by bmurphy9/28/2015Remove
T. Rowe Price Blue Chip Growth FundTRBCXwas added by bmurphy9/28/2015Remove
Symons Value Institutional FundSAVIXwas added by bmurphy9/28/2015Remove
Oppenheimer Developing Markets Fund Class AODMAXwas added by bmurphy9/28/2015
Manning & Napier Pro-Blend Moderate Term Series Class IMNMIXwas added by bmurphy9/28/2015Remove
Manning & Napier Pro-Blend Conservative Term Series Class IMNCIXwas added by bmurphy9/28/2015Remove
Federated Total Return Bond Fund Service SharesFTRFXwas added by bmurphy9/28/2015Remove
American Funds EuroPacific Growth Fund Class AAEPGXwas added by bmurphy9/28/2015
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