Investment options of SATELLITE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN
Total Available Funds: 37
| Investment Description |
|---|
| AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-6 |
| AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6 |
| BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL SHARES |
| BLACKROCK MIDCAP GROWTH IS |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y |
| MFS MID CAP VALUE FUND ADVISOR CLASS |
| T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA T. ROWE PRICE GROWTH AND INCOME PORTFOLIO I POOLED SEPARATE ACCOUNT |
| VOYA T. ROWE PRICE GROWTH EQUITY PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA LARGE CAP GROWTH PORTFOLIO INS POOLED SEPARATE ACCOUNT |
| FIDELITY VIP CONTRAFUND PORTFOLIO I POOLED SEPARATE ACCOUNT |
| VOYA INVESCO OPPENHEIMER GLOBAL PORTFOLIO I POOLED SEPARATE ACCOUNT |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO I POOLED SEPARATE ACCOUNT |
| VOYA INTERMEDIATE BOND PORTFOLIO I POOLED SEPARATE ACCOUNT |
| FIDELITY VIP EQUITY-INCOME PORTFOLIO I POOLED SEPARATE ACCOUNT |
| INVESCO VI AMERICAN FRANCHISE FUND I POOLED SEPARATE ACCOUNT |
| INVESCO V. I. CORE EQUITY FUND SI POOLED SEPARATE ACCOUNT |
| CALVERT VP SRI BALANCED PORTFOLIO POOLED SEPARATE ACCOUNT |
| VOYA INVESCO EQUITY & INCOME PORTFOLIO I POOLED SEPARATE ACCOUNT |
| VOYA BALANCED PORTFOLIO I POOLED SEPARATE ACCOUNT |
| FIDELITY VIP OVERSEAS PORTFOLIO I POOLED SEPARATE ACCOUNT |
| VOYA INTERNATIONAL IND PORTFOLIO I POOLED SEPARATE ACCOUNT |
| VOYA INTERNATIONAL HIGH DIVIDEND LOW VOLATILITY PORTFOLIO POOLED SEPARATE ACCOUNT |
| VANGUARD EQUITY INCOME FUND ADMIRAL SHARES |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND ADMIRAL SHARES |
| VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES |
| VANGUARD TREASURY MONEY MARKET FUND |
Investment model portfolios
We provide two types of investment model portfolios for SATELLITE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for SATELLITE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN