Employee Resources and Flash Investment Report

Find out how your Plan’s investments are performing each month. Take advantage of our educational content and tools to become financially fit, both now and for the future.

MONTHLY FLASH INVESTMENT REPORTS
See monthly return summaries for ACEC Retirement Trust investments including Guaranteed Income Fund, Domestic Equity Funds, Socially Responsible Funds, International Equity Funds, Real Estate Funds, Fixed Income Funds and Target Date Funds.

CURRENT REPORTPREVIOUS MONTH’S REPORT

ARTICLE BY CAPTRUST, OUR FINANCIAL ADVISORY PARTNER

The Fed
Plowing Ahead,
in the Dark

The third quarter of 2022 saw rising inflation and recession concerns but also gave us reason to feel cautiously optimistic. In this edition of our quarterly Investment Strategy, we take a look at where the markets have been and where they may be headed through the end of year and into early 2023.

READ ARTICLE

VIDEO

Market Update from our Financial Advisory Partner CAPTRUST.

Coming into 2022, investors had enjoyed three years of terrific returns despite a global pandemic. But this year has been a far different story, with significant losses across most financial assets. Join us for our latest market update as we discuss this volatile and thorny market, but there is room for optimism.

WATCH VIDEO

WEBINAR

The new participant experience:
An app for your financial life

Introducing the app for your total financial life present and future, updated, from your ACEC Retirement Trust’s recordkeeping partner Empower. Know where you are compared to where you want to be in an interactive dashboard that pulls it all together. Your savings. Spending. Assets. Debts. Take the fast track to financial fitness.

WATCH WEBINAR

WEBINAR

Midyear Checkup

Did you start the year with a list of financial resolutions? Saving more and spending less? As well intentioned as you were, midyear is an excellent time to check in with yourself and make some adjustments to be sure you’re staying on course. In this webinar recording by our financial advisory business partner CAPTRUST, we share a few financial areas you should check in on and actions you can take now to get back on track if you have strayed.

WATCH WEBINAR

WEBINAR

Hear all about two exciting new benefits from ACEC RT:

1) New Target Date Fund
2) No additional cost Personal Financial Advice

Our investment advisory firm CAPTRUST explains: (1) the new Target Date Fund that joins our lineup despite the normal minimum requirement of a billion dollars invested, and (2) our new service that gives every plan participant their own personal financial advisor from CAPTRUST at no additional cost – it’s included in our low fee.

WATCH WEBINAR

Webinar:
Your path to financial wellness

Live for today, plan for tomorrow: how to strike a balance

WATCH WEBINAR

Informative content for Plan participants

January 11, 2022

How to set financial goals

Here are five examples of financial goals you may want to focus on — and a financial goals worksheet to...
Read More
January 11, 2022

Your pre-retirement checklist

When it comes to saving for your future, you have to start somewhere. So why not start now? Here's a...
Read More
January 11, 2022

Despite a Strong Economy, Much Uncertainty Remains

A survey by our education and recordkeeping advisor Empower reveals low consumer confidence at the start of 2022 despite relatively...
Read More
September 23, 2020

Understanding Risk and Reward

Read on to learn more about the relationship between risk and reward, how to understand your own tolerance...
Read More
April 3, 2020

Financial Planning Checklist for Times of Crisis

It can be tough to keep cool when you see the market dropping. But research shows that taking–or at least...
Read More
March 16, 2019

Staying the Course for Retirement

Investment markets atound the world are experiencing unprecedented volatility, which may have you asking yourself...
Read More

Have You Checked Your Retirement Plan Lately?

It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year, and when major life changes occur. If you haven’t given your plan a thorough review within the past 12 months, now may be a good time to do so.

LEARN MORE

Webinar:
Financial Wellness in the COVID Era

See a Webinar that can help you prepare for tomorrow

SEE RECORDED WEBINAR

If you’d like to join ACEC RT

Click here

Or, call Lydia Zabrycki at (559) 284.0370