We have a vested interest in the success of your retirement plan. Stay on top of Plan investment performance with our monthly flash investment report, and make use of informative and/or educational content offered for Plan Sponsors.
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.
ARTICLE BY CAPTRUST, OUR FINANCIAL ADVISORY PARTNER
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.
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.
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.
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.
FUND LINEUP STRUCTURE
Flexibility to fit different investment styles
The ACEC RT fund lineup has tiers to fit different investment styles, from the least engaged (“Set it and forget it”) to those who want a more active approach. Our Trustees, with the assistance of our investment advisor, CAPTRUST, have carefully curated a balanced lineup of institutional-grade investments designed to help each plan participant build a diversified, efficient and individualized portfolio.
EDUCATIONAL SERIES FOR YOUR EMPLOYEES
Video tips for Financial Wellness Engineering
Watch these short videos for insights on engineering your financial health now and for the future. This educational content is courtesy of our investment consultant CAPTRUST, which is one of the top institutional financial advisory firms in the country.
Purchasing power and exclusive 401(k) plan benefits for engineering firms
In an ACEC Conference interview for the “Engineering Influence” Podcast, Ed Studniski explains how the ACEC-RT gives firms of all sizes extra purchasing power and benefits not available in any other plan, such as a unique 401(k) Student Debt solution, to help firms attract and retain the best talent.
ACEC RT Trustee, and President
Gausman & Moore Associates