Med First Primary & Urgent Care and

RMS Healthcare Retirement Plans

Med First / RMS  Healthcare 401k Plan Updates Information Video
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If you have any questions on your 401k plan, feel free to send Brett Campbell, CFP® a message using the "Contact Brett" button.  We will respond within 24 hours. 

AFP Defined Risk Status

Our current bias to own stocks (or not) based on current risk levels present in the market.

U.S. STOCKS

INTERNATIONAL STOCKS

Our bias of risk-on or risk-off for the equity portions of a strategic asset allocation is based on the precepts of our proprietary AFP Defined Risk Strategy. This strategy attempts to limit drawdown risks that are historically elevated when stock prices fall below their 200-day moving averages*.  Past performance is no guarantee of future results.

* Informational Video

Adams Defined Portfolio Strategies

Select your targeted portfolio risk / return allocation

Evaluate the various risk / return model portfolios available in your retirement plan. Consider historical performance, distribution of assets, and how these strategies have behaved in both good and bad market cycles, keeping in mind that past performance does not guarantee future results.

After you determine what allocation is right for you, select investment options from each asset category to complete your retirement plan elections.

Aggressive Growth thru 11/30/19*

Allocation ideal for growth investors with an 8-15 year time horizon and a tolerance for above average market volatility.

International:

27%

Your Plan Advisor(s):

Brett Campbell, CFP

Lyn Adams Jr, AIF, CFP

 

(919)-424-4650

bcampbell@adamsfp.com

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May 31, 2020

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Recent Market Updates

Use your company retirement plan web portal to enter your investment choices and the corresponding allocation percentages.

 

Normally the easiest way to make your elections is by clicking on the "rebalance your portfolio" page.

 

Don't forget to enter your desired percentages for both "current" and "future" allocations.

 

Be sure to make sure all %'s add up to 100%.

 
 

Moderate Growth thru 11/30/19*

Allocation ideal for investors seeking growth with a 5-10 year time horizon and a tolerance for average market volatility.

International:

22%

Your Plan Advisor(s):

Brett Campbell, CFP

Lyn Adams Jr, AIF, CFP

 

(919)-424-4650

bcampbell@adamsfp.com

Contact Brett
Contact Brett
Contact Brett

Use your company retirement plan web portal to enter your investment choices and the corresponding allocation percentages.


Normally the easiest way to make your elections is by clicking on the "rebalance your portfolio" page.

 
Don't forget to enter your desired percentages for both "current" and "future" allocations.

 

Be sure to make sure all %'s add up to 100%.

 

Balanced Income thru 11/30/19*

Allocation ideal for investors seeking growth with a 3-8 year time horizon and a tolerance for reduced market volatility.

International:

14%

Your Plan Advisor(s):

Brett Campbell, CFP

Lyn Adams Jr, AIF, CFP

 

(919)-424-4650

bcampbell@adamsfp.com

Contact Brett
Contact Brett
Contact Brett

Use your company retirement plan web portal to enter your investment choices and the corresponding allocation percentages.


Normally the easiest way to make your elections is by clicking on the "rebalance your portfolio" page.

 
Don't forget to enter your desired percentages for both "current" and "future" allocations.

 

Be sure to make sure all %'s add up to 100%.

 

Inflation Protection thru 11/30/19*

Allocation ideal for investors seeking growth with a 2-5 year time horizon and a tolerance for minimal market volatility.

International:

14%

Your Plan Advisor(s):

Brett Campbell, CFP

Lyn Adams Jr, AIF, CFP

 

(919)-424-4650

bcampbell@adamsfp.com

Contact Brett
Contact Brett
Contact Brett

Use your company retirement plan web portal to enter your investment choices and the corresponding allocation percentages.


Normally the easiest way to make your elections is by clicking on the "rebalance your portfolio" page.

 
Don't forget to enter your desired percentages for both "current" and "future" allocations.

 

Be sure to make sure all %'s add up to 100%.

These historical profiles are available to assist you in determining what type of asset mix suits your personal risk/return preferences.  The underlying investment data is based on past returns from various asset class benchmarks and indices to demonstrate various targeted risk/return portfolio outcomes.

 

Hypothetical return data provided by Morningstar. S&P500, MSCI EAFE, ishares Flexible Allocation, ishares US Real Asset, & Barclays Agg indices used in prescribed target allocations identified by Adams Financial. Investors may not invest directly into an index. Indices are unmanaged pools of assets representing a broad return of an asset class over time.

 

Please contact your plan advisor for more complete information and further evaluation of your specific needs.  Full Morningstar Report

Retirement Plan Document Library

Med First 401(k) Summary Plan Description

A summary of the provisions of your plan which describes the terms and conditions of your employer retirement plan.

Med First 401(k) / Profit Sharing Plan Investment Policy

Statement Outlines the selection and monitoring policies and procedures for the allowable investment options offered in your plan.

Med First 401(k) Participant Fee Disclosure

Information on administrative fees and expense ratios for each investment option.

Med First 401(k) Plan Investments

List of all available investment options in your plan.

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