RetireAnswers, LLC

This page contains important investment information designed to help participants in the Alden Optical Savings and Retirement Plan as they make decisions on how their retirement plan account balance is invested.  It is also designed to comply with important DOL disclosure regulations under 29 CFR 2550.404a-5(d)(1)(v) and (d)(1)(vi).   

This website was last updated April 13, 2016.

Investment Options and Information

Participants in this Plan have three investment alternatives available to them.  The alternatives are model portfolios structured and managed by Forte Capital Advisors, LLC.  Participants may choose among the three portfolios at the time they enter the plan, and as of the first day of any calendar quarter thereafter.  A form for investment elections and changes is available through the HR area of the company.

Investment Option Descriptions, Performance, and Fees



IMPORTANT NOTE:  Participants may not make elections with regard to individual mutual funds within the model portfolios.  The mutual fund detail is being supplied for general information only.

Glossary of Investment Terms

This glossary is based upon the sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants developed by The SPARK Institute and the Investment Company Institute.  It has been endorsed by the American Benefits Council (“ABC”), American Council of Life Insurers (“ACLI”), American Society of Pension Professionals & Actuaries (“ASPPA”), and Society for Human Resource Management (“SHRM”).