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401(k) Guidance
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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
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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
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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:
Name
Ticker
Action
Date
American Funds EuroPacific Growth Fund Class A
AEPGX
was removed by genejr25
4/20/2016
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by genejr25
4/20/2016
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was removed by genejr25
4/20/2016
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
was added by genejr25
4/20/2016
Remove
Vanguard Target Retirement Income Fund Investor Shares
VTINX
was added by genejr25
4/20/2016
Remove
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by genejr25
4/20/2016
Remove
Vanguard Institutional Index Fund Institutional Shares
VINIX
was added by genejr25
4/20/2016
Remove
Vanguard Equity-Income Fund Admiral Shares
VEIRX
was added by genejr25
4/20/2016
Remove
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by genejr25
4/20/2016
Remove
Oppenheimer Developing Markets Fund Class A
ODMAX
was removed by genejr25
4/20/2016
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
was added by genejr25
4/20/2016
Remove
DFA Real Estate Securities Portfolio Institutional Class
DFREX
was added by genejr25
4/20/2016
Remove
HB&T Mid Cap Blend Index R1
was removed by genejr25
4/20/2016
SMART FDS INDEX TODAY R-INST
was removed by genejr25
4/20/2016
Fidelity Freedom K 2050 Fund
FFKHX
was removed by genejr25
4/20/2016
Fidelity Freedom K 2050 Fund
FFKHX
was added by bmurphy
9/28/2015
SMART FDS INDEX TODAY R-INST
was added by bmurphy
9/28/2015
HB&T Metlife Stable Value R1
was added by bmurphy
9/28/2015
Remove
HB&T Mid Cap Blend Index R1
was added by bmurphy
9/28/2015
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by bmurphy
9/28/2015
Remove
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by bmurphy
9/28/2015
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by bmurphy
9/28/2015
T. Rowe Price New Horizons Fund
PRNHX
was added by bmurphy
9/28/2015
Remove
T. Rowe Price Mid-Cap Value Fund
TRMCX
was added by bmurphy
9/28/2015
Remove
T. Rowe Price Mid-Cap Growth Fund
RPMGX
was added by bmurphy
9/28/2015
Remove
Community Bank System, Inc.
CBU
was added by bmurphy
9/28/2015
Remove
T. Rowe Price Inflation Protected Bond Fund
PRIPX
was added by bmurphy
9/28/2015
Remove
T. Rowe Price Blue Chip Growth Fund
TRBCX
was added by bmurphy
9/28/2015
Remove
Symons Value Institutional Fund
SAVIX
was added by bmurphy
9/28/2015
Remove
Oppenheimer Developing Markets Fund Class A
ODMAX
was added by bmurphy
9/28/2015
Manning & Napier Pro-Blend Moderate Term Series Class I
MNMIX
was added by bmurphy
9/28/2015
Remove
Manning & Napier Pro-Blend Conservative Term Series Class I
MNCIX
was added by bmurphy
9/28/2015
Remove
Federated Total Return Bond Fund Service Shares
FTRFX
was added by bmurphy
9/28/2015
Remove
American Funds EuroPacific Growth Fund Class A
AEPGX
was added by bmurphy
9/28/2015
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