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403b Workshop - Thursday, June 27, 2013

Starts: 
Thursday, June 27, 2013
Ends: 
Thursday, June 27, 2013

TO ALL SMU EMPLOYEES

RETIREMENT PLAN INVESTMENT UPDATE AND LUNCH WORKSHOP  
LUNCH WILL BE PROVIDED  

Thursday, June 27, 2013
12:00pm – 12:45pm
Where: MOB 4002 3100 Telegraph Ave  

Scheduled topics:  
Capital Markets update and review   
Investment Performance Review
o SMU Model Investment Portfolio
o New Funds effective July 2013
o New participant investment services from the Standard Review-Retirement Savings Check Points.   

Individual sessions  
Individual consultations from 12:45 pm - 1:15 pm with our investment advisor, Michael Sladky
To pre-schedule an individual meeting call 415-399-6335