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Best regards
Zmags
Lockheed Martin Corporation Savings Plans
Fund Changes & Action Items
SUMMARY OF FUND CHANGES & ACTION ITEMS
WHAT’S CHANGING?
Eight core funds will
be removed from the
investment options
Some of the fund names
and/or underlying
investments and
benchmarks will change
A Bond fund will be added
to the investment options
Investments inside the
LMIMCo Target-Date Funds
will be enhanced
2 Continue reading to learn more about each of these upcoming enhanceme
WHY ARE THE CHANGES HAPPENING?
Certain core funds are underused or offer investments that are
savings plans (for instance, in the Target-Date Funds or throug
h
available elsewhere in the
the self-directed brokerage account).
These changes will streamline and simplify the investment opti
managed funds are being renamed to highlight Lockheed Mar
Companyʼs (L
Lockheed Martin Corporation Savings Plans Fund Ch
SUMMARY OF FUND CHANGES & ACTION ITEMS WHAT’S CHA
TABLE OF CONTENTS 2 | SUMMARY OF FUND CHANGES &
ENHANCEMENTS TO THE INVESTMENT OPTIONS IN THE SAV
IMPORTANT CHANGES These changes will take place i
STAGE 1 - APRIL 8 AT 4 P.M. ET-APRIL 13, 2021 CHA
STAGE 1 – APRIL 8 AT 4 P.M. ET - APRIL 13, 2021
HOW TO MAKE CHANGES TO YOUR INVESTMENT OPTIONS T
ENHANCEMENTS TO THE LMIMCO TARGET-DATE FUNDS LMI
SUMMARY OF ENHANCEMENTS TO THE LMIMCO TARGET-DATE
Investment Options in the Lockheed Martin Savings
STAGE 2 (APRIL 26-MAY 20) RESET OF YOUR FUTURE CO
HOW DO I OPT OUT OF THE RESET BY MAY 20, 2021? F
INVESTMENT RESET PERIOD The investment reset per
DETERMINE YOUR INVESTOR STYLE Identifying what t
DETERMINE YOUR INVESTOR STYLE (CONT.) DO-IT-MYSEL
IMPORTANCE OF A "THROUGH RETIREMENT" STRATEGY Wh
KEY DATES AND DETAILS Please be aware of the key
GET MORE INFORMATION OR ASSISTANCE In connection
APPENDIX WHAT ARE ACTIVELY MANAGED FUNDS? An acti
LMIMCO TARGET-DATE FUNDS INVESTMENT GLIDEPATH CU
LMIMCO TARGET-DATE FUND INVESTMENT MANAGEMENT FEE
Carefully consider the investment option’s object
24