Page 13 - Allscripts Retirement Savings Plan

Plan-Selected Funds
If you prefer to make your own investment decisions, the plan-selected funds may be the approach for you. Plan-selected funds are a list of funds which allow you to build and manage your own retirement portfolio. The lineup of funds provides you with a diverse range of investment choices to accommodate your financial goals and time horizons.
WHAT ARE PLAN-SELECTED FUNDS?
Plan-selected funds are funds that have been selected by Allscripts to provide flexibility in creating a diversified portfolio that may reflect your retirement savings style. The asset category, risk rating, and historical performance for each of the funds are just some of the factors to consider when making your retirement investment decisions.
A fund profile is available for each fund in your Retirement Plan. To find more information about the funds offered in your Retirement Plan, refer to the fund profile sheets located on workplace.schwab.com or call Participant Services at 1-800-724-7526. Representatives are available Monday through Friday, between 7 a.m. and 11 p.m. ET.
HOW DO I CHOOSE FROM THE PLAN-SELECTED FUNDS?
• Complete the Investor Profile Questionnaire—a tool designed to assist you in determining your investing time horizon and risk tolerance. To find the questionnaire, log in to your Retirement Plan account at workplace.schwab.com, go to the Manage Account tab, and then Investments.
• Select the funds that interest you and determine the percentage of your contribution that you would like to allocate to each fund.
• Re-evaluate your financial plan and investment risk at least annually to stay on track toward your retirement savings goals.
Past performance does not guarantee future results.
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