This new report in the Account Inquiry tab of the participant website allows the participant to see the total deposits that have been made to their account on a year-to-date basis, broken down for the various money sources within the plan (employee pre-tax, Roth, rollover, company matching, profit sharing, etc) . The report includes the total amount contributed year-to-date for each source, as well as the amount of the last deposit for each source and the date it traded into the account. This information can be useful as part of your overall retirement planning efforts.
Year To Date Personalized Rate of Return
This new report in the Account Inquiry tab of the participant website allows the participant to visualize the year-to-date performance of their account, updated through the present day. While the personalized rate of return calculation included in quarterly statements is more precise (and there are several basis caveats to this report), the report makes it easy to assess your year-to-date investment results as part of an overall asset allocation strategy.
BPAH is pleased to announce a new report in the Account Inquiry tab of the participant website. The inception to date statement now comes in two formats – one showing results by investment and a second version illustrating results by source (or money type) within the plan. These reports allow you to visualize total activity within your account since it was first placed on the BPAH system. The Inception to Date Statement (by source) report allows you to see the total contributions made to your account from each source (employee pre-tax, Roth, rollover, employer matching, profit sharing, etc) as well as the total earnings that have accumulated in each source since inception. This can be a helpful way to visualize the overall progress being made within your account over time.
In addition, we have made some changes to make the Activity History report easier to use, and extended the date range for this report.
We hope these changes are helpful as you use the participant website.
AIM Fund CUSIP Changes and Fund Name Changes.
AIM has announced cusip and fund name changes , that will take effect on April 30, 2008 and May 1, 2008 as outlined here. Select the links below for details.
- Effective April 30, 2008 AIM Dynamics Fund and AIM Summit Fund will have new CUSIP numbers.
- Effective April 30, 2008 AIM Total Return Bond Fund and AIM Intermediate Government Fund will have new names. The CUSIPs will remain the same
- Effective May 1, 2008 AIM Global Aggressive Growth Fund will have a new name. The CUSIP will remain the same.
If you have any questions, please contact Invesco Aim Dealer Services at 800-949-4246.
Effective April 25, 2008 the Dreyfus Premier Managed Income fund will merge into the Dreyfus Intermediate Term Income Fund. Upon the merger on April 25, 2008, the Intermediate Term Income Fund will change its name to Dreyfus Premier Intermediate Term Income Fund.
Also effective April 25, 2008, the Dreyfus Founders Balanced Fund, will be merging into the DreyfusLifeTime Growth and Income Fund.
Effective March 31, 2008 the Federated International Small Company fund will undergo a name change to Federated International Small-Mid Company Fund. The ticker symbol for this fund (ISCAX, or as applicable to the share class) will remain the same. For additional information on this fund, please visit www.federatedinvestors.com.
During 2007, the Excelsior family of funds was acquired by Columbia Funds. As of 3/28/2008, the Excelsior Funds will undergo a name change from “Excelsior” to “Columbia”. Ticker symbols for these funds will remain the same, but fund CUSIPs are changing, and certain share class names will be modified as well. Of particular note in the BPAH platform is Excelsior Value & Restructuring (ticker symbol UMBIX). This fund will be renamed as the Columbia Value & Restructuring Fund, using the same ticker symbol. Note that the 60 day trading restriction that existed with UMBIX (and many other Excelsior Funds, with the exception of certain international funds) will be removed once this transfer is effective.
For additional information on this fund action, please visit http://www.columbiafunds.com/Excelsior.htm
This name change will not present any blackout period or other disruption for plan participants.