Page 7 - Electronic Arts Inc. 401(k) Plan
P. 7
Which Investment Strategy May Work For Me?
The Plan offers different investment strategies, based on what kind of investor you may be. You’re in control of your Plan account. You choose how much to contribute and how to invest your money. Use the chart below to help you determine which retirement investment strategy may work for you.
No
Choose A Strategy That Works For You
Do you have the time or expertise to make investment decisions for your retirement account on your own?
No
Yes
Yes
Target Date Retirement Funds
Retirement Plan Advice Provided By GuidedChoice®1
Plan-Selected Funds
Schwab Personal Choice Retirement Account® (PCRA)2
Target Date Retirement
Funds are designed and professionally managed based on a target date. Professionals will manage the daily investment and asset allocation decisions for the underlying funds.
You can select the fund that most closely matches your overall nancial strategy and anticipated retirement date (e.g., 2025, 2030, 2040).
To Select The Target Date Retirement Funds:
Go to workplace.schwab.com or call Participant Services at 800-724-7526 to access your Plan account or enroll.
You are encouraged to monitor your investments at least annually.
Your Plan offers access to a point-in-time advice service that includes recommendations on how much to save, which funds to choose, and how much you might need at retirement, as well as annual portfolio rebalancing. Point- in-time advice is available to you at no additional cost and
is provided by GuidedChoice Asset Management, Inc.® (“GuidedChoice”), an independent registered investment advisor.
You are encouraged to review your recommendations at least annually or whenever there is a change in life events.
Call 800-724-7526 or log in to workplace.schwab.com.
If you like making your own investment decisions, your Plan has a pre-screened group of funds known as Plan-Selected Funds from which to choose. After you review these funds,
you can select the funds in which you’d like to invest and determine the percentage you want to allocate to each fund.
You manage your own portfolio. For help, complete the Investor Pro le Questionnaire at workplace.schwab.com.
To Select Your Own Investments:
• Go to workplace.schwab.com or call 800-724-7526 to access your Plan account.
• Review/change your contribution rate.
• Select your investments from the Plan-Selected Fund list. You are encouraged to monitor
your investments at least annually.
If you are an experienced investor with the time and interest to conduct your own research and decide how to invest, then PCRA may be the strategy for you.
To Select PCRA:
After you enroll in the Plan, go to workplace.schwab.com or call a Schwab PCRA Representative at 888-393-7272 to apply
for a PCRA.
5