Page 10 - Allscripts Retirement Savings Plan

Investment Strategies (continued)
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Do you have the time or expertise to make investment decisions for your Retirement Plan account on your own?
Yes
Plan-Selected Funds
Schwab Personal Choice Retirement Account® (PCRA)3
If you like making your own investment decisions, your Retirement 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 portfolio. For help, complete the Investor Profile Questionnaire online. To find it, log in to your Retirement Plan account at workplace.schwab.com, go to the Manage Account tab, and then Investments.
You are encouraged to review your investments at least annually to help ensure they remain on track with your retirement savings goals.
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.
A PCRA is a brokerage account you manage yourself that provides you with access to more investment choices than are otherwise available in the Plan.
For more information on PCRA see page 14 of this guide.
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To select your own investments:
To select a PCRA:
Go to workplace.schwab.com or call Participant Services at 1-800-724-7526 to access your Retirement Plan account. Review/change your contribution rate. Select your investments from the plan-selected fund list.
After you enroll in the Retirement Plan, go to workplace.schwab.com or call a Schwab PCRA Representative at 1-888-393-7272 to apply for a PCRA.
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