Retirement/Investing Educational Telephone Conference Call

For those of you who were unable to attend the conference call, you may hear the call replayed 24 hours a day through October 15, 2004. To replay the conference call: Dial 800/839-6713, when prompted enter confirmation number: 6539284 followed by "#".

Fidelity Investments, Merrill Lynch and the Entertainment Industry 401(k) Plan are hosting an educational conference call available to all members. The presentation will be followed by a brief question and answer period.

The presentation agenda is:
  • Asset allocation and diversification – Ken Healing – Merrill Lynch
  • The process of combining diverse investments to pursue a specific goal
  • Overview: Mutual Fund Investing - Peter Jakobs – Fidelity Investments
  • An overview of the funds available through the Entertainment Industry 401(k) Plan (including the new Freedom Funds) – Peter Jakobs – Fidelity Investments
  • Investment Objectives (Portfolio Review) – Individual Assistance – Ken Healing – Merrill Lynch
  • Review of Federal Limits – Sean Dugan – Administrative Office
  • Process for additional pre-tax contributions – Sean Dugan – Administrative Office


    Callan Chart


    Fund Links
    The following are links to the various investments. You can use them during the presentation.

    Fund # Fund Name Trading Symbol Fact Sheet Prospectus
    0167 Government Investment Fund FAGVX Fact Sheet Prospectus
    0638 Strategic Income Fund FSIAX Fact Sheet Prospectus
    0170 Balanced Fund FAIGX Fact Sheet Prospectus
    0280 Equity Income Fund FEIRX Fact Sheet Prospectus
    0168 Growth Opportunities Fund FAGOX Fact Sheet Prospectus
    0175 Overseas Fund FAERX Fact Sheet Prospectus
    0299 Small Cap Fund FSCTX Fact Sheet Prospectus
    0286 Equity Growth Fund FAEGX Fact Sheet Prospectus
    0274 Growth & Income Fund FGITX Fact Sheet Prospectus
    0317 Spartan 500 Index Fund FSMKX Fact Sheet Prospectus
    0058 US Treasuries Fund   Fact Sheet Prospectus
    1187 Freedom 2010 Fund FCFTX Fact Sheet Prospectus
    1299 Freedom 2015 Fund FFVTX Fact Sheet Prospectus
    1192 Freedom 2020 Fund FDTFX Fact Sheet Prospectus
    1305 Freedom 2025 Fund FTTWX Fact Sheet Prospectus
    1197 Freedom 2030 Fund FTFEX Fact Sheet Prospectus
    1310 Freedom 2035 Fund FTTHX Fact Sheet Prospectus
    1203 Freedom 2040 Fund FTFFX Fact Sheet Prospectus
    1208 Freedom Income Fund FTAFX Fact Sheet Prospectus

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