Independent Advisors View of your Company Retirement Plan
CAPITAL INVESTMENT MANAGEMENT
Welcome!
Thanks for stopping by our web site! We would like to invite you to call our office if you would like to schedule a consultation with one of our advisors -(888)307-3878. All of our advisors are CERTIFIED FINANCIAL PLANNER™ Professionals and there is never a fee for a consultation.
Blue Cross and Blue Shield of Kansas
AT&T
AT&T 401k
Providing an Independent Advisors view of your Blue Cross and Blue Shield of Kansas* 401k Allocation Options
Would you like an investment professional to help you with your Blue Cross and Blue Shield of Kansas 401k asset allocation? We can help you properly diversify your 401k and create a custom portfolio that fits with your objectives and risk tolerance.
As our guests, we provide this service at no charge! To proceed -
Call our office at 888-307-3878. Or:
Click on "Contact Us" at the top of the page and type " Blue Cross and Blue Shield of Kansas 401k" in the "Subject" box. Complete the short questionnaire and click on "submit". We will e-mail you a risk profile to complete and then e-mail it back to us. An advisor will review your risk profile and contact you with a custom 401k allocation for your Blue Cross and Blue Shield of Kansas 401k.
INTEREST RATE UPDATE!
The interest rate used for calculating the Lump Sum during the 4th quarter of 2008 is 4.60%
The estimated interest rate used for calculating the Lump Sum during the 1st quarter of 2008 is approximately 4.50%. This rate is based on the average yield of the 30 year Treasury bond throughout the month of August. This is an estimate only, not the official average. (Source: Yahoo Finance)
This link can be used to estimate the 30Year Treasury bond average: http://finance.yahoo.com/q/hp?s=%5ETYX&a=01&b=01&c=2006&d=01&e=2&f=2006&g=d
Other items of interest:
PENSION REFORM NEWS AND LINKS:
Pension Reform Act of 2006: http://www.benefitscounsel.com/archives/001783.html
Pension Reform - Corporate View
*Capital Investment Management and Securities America are separate entities and are neither endorsed by nor affiliated with Blue Cross and Blue Shield of Kansas.
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AT&T
INTEREST RATE UPDATE*
The interest rate to calculate the Lump Sum for 2008 is 4.52% (Bargained)
The estimated interest rate used for calculating the Lump Sum during the 4th quarter of 2008 is approximately 4.50%. This rate is based on the average yield of the 30 year Treasury bond throughout the month of August. Please note that this is an estimate only - not the official average. (Source: Yahoo Finance)
This link can be used to estimate the 30 Year Treasury bond average: http://finance.yahoo.com/q/hp?s=%5ETYX&a=01&b=01&c=2006&d=01&e=2&f=2006&g=d
*PENSION REFORM NEWS*
Pension Reform Act of 2006: http://www.benefitscounsel.com/archives/001783.html
Pension Reform - Corporate View
(click 'Issues'; then 'Retirement'; then 'Pension Reform')
Capital Investment Management and Securities America are separate entities and are neither endorsed by nor affiliated with AT&T.
Providing an Independent Advisors view of your AT&T 401k Allocation Options
As our guests and as a value to our friends at AT&T, we provide this service at no charge! To proceed -
Click on "Contact Us" at the top of the page and type "AT&T 401k" in the "Subject" box. Complete the short questionnaire and click on "submit". We will e-mail you a risk profile to complete and then e-mail it back to us. An advisor will review your risk profile and contact you with a custom 401k allocation for your AT&T 401k.
Capital Investment Management and Securities America are separate entities and are neither endorsed by nor affiliated with AT&T.
Would you like an investment professional to help you with your AT&T 401k asset allocation? We can help you properly diversify your 401k and create a custom portfolio that fits with your objectives and risk tolerance.
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