<br />
County of Orange<br />
Defined Contribution Program<br />
4th Quarter 2017<br />
In this issue:<br />
• 2018 fee update • The power of 1%<br />
• Making the most of your • The importance of emergency savings<br />
run-up to retirement • Upcoming seminar schedule<br />
• Financial wellness:<br />
How do you compare?<br />
2018 fee update<br />
Effective January 1, 2018, your County of Orange Defined Contribution plans will see a modest change to its fee structure.<br />
Currently, the Program has a capped fee structure that charges a 0.18% annual fee on all account balances up to $100,000.<br />
As of January 1, the 0.18% fee will continue to be assessed, but the cap will be increased to charge account balances up to<br />
$125,000. You will see your fees reflected in the “What Activity Took Place in this Period” section of your quarte<a title="OC_4Q17 page 1" href="http://viewer.zmags.com/publication/4e58c1a8?page=1"> County of Orange Defined Contribution Program 4th </a>
<a title="OC_4Q17 page 2" href="http://viewer.zmags.com/publication/4e58c1a8?page=2"> Making the most of your run-up to retirement If y</a>
<a title="OC_4Q17 page 3" href="http://viewer.zmags.com/publication/4e58c1a8?page=3"> The power of 1%: How saving pennies can add up to</a>
<a title="OC_4Q17 page 4" href="http://viewer.zmags.com/publication/4e58c1a8?page=4"> Upcoming seminar schedule Attend a seminar to exp</a>