Independent Advisors View of your Company Retirement Plan and Interest Rate Update
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Blue Cross and Blue Shield of Kansas
AT&T
AT&T 401k
BLUE CROSS BLUE SHIELD OF KANSAS* - INTEREST RATE UPDATE!
The estimated 30 year Treasury Interest Rate for Employees with a Pension Commencement Date During the 2nd Quarter of 2010 is currently: 4.31%
New phase in rules may modify this calculation for 2010 and utilize a combination of 80% of the 30 Year Treasury and 20% of the Corporate Segmented Rate.
The average 30 year Treasury Interest Rate for Employee's with a Pension Commencement Date During the 3rd Quarter of 2010 is currently: 4.62%
This rate is based on the average yield of the 30 year Treasury bond throughout the month of November. 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
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 785-354-4277 or toll free 888-307-3878.
*Capital Investment Management and Securities America are separate entities and are neither endorsed by, nor retained nor affiliated with Blue Cross and Blue Shield of Kansas.
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AT&T
INTEREST RATE UPDATES
The interest rate to calculate the Lump Sum for 2010 is 4.31% (Bargained)
(Pension Protection Act rules may modify this calculation)
AT&T Managers - Interest Rate Update
The estimated 30 year Treasury Interest Rate for AT&T Managers with a Pension Commencement Date During the 1st Quarter of 2010 is currently: 4.31%
The average 30 year Treasury Interest Rate for AT&T Managers with a Pension Commencement Date During the 2nd Quarter of 2010 is currently: 4.62%
The Pension Protection Act phase in rules may modify this calculation for 2010.
(Congress may potentially release rule changes that may modify this calculation)
If you would like to discuss how your Lump Sum may be impacted by the Pension Protection Act, your 401k options, or find answers to your financial or retirement questions, please call us at: 816-246-1212 or toll free 888-307-3878
Capital Investment Management and Securities America are separate entities and are neither endorsed by, nor retained, nor affiliated with AT&T.
Providing an Independent Advisors view of your AT&T 401k Allocation Options
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.
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 retained, nor affiliated with AT&T.
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