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Note: McCready and Keene provides administrative and recordkeeping services and is not a broker/dealer or an investment advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Investing involves risk which includes potential loss of principal. Mutual funds are sold by prospectus. To obtain a copy of the prospectus, the participant should contact the plan’s investment advisor or the mutual fund company directly. Before investing, carefully consider the fund’s investment objectives, risks, charges, and expenses. The underlying fund prospectus contain this and other important information. Read the prospectuses carefully before investing.
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