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Investment Choices

Whether you prefer to manage your own investments or leave the day-to-day decisions to licensed professionals, Methodist Health System offers a range of options to help you with your goals. 

Methodist’s investment options and their performance metrics are available online at www.netbenefits.com/atwork. For historical performance and details, view the Performance & Research page of NetBenefits®. 

Target Date Funds

Target Date Funds are a convenient, all-in-one investment option designed to help you save for retirement with confidence. These funds automatically adjust their mix of stocks, bonds, and other investments based on their target date. Early on, the fund focuses on growth by investing more heavily in stocks. As the target date approaches, it gradually shifts toward more conservative investments. Target Date Funds may be a good choice if you prefer a professionally managed option in a single fund.

If you do not make an affirmative election to contribute to the Salary Reduction Contribution, you will be automatically enrolled at a three percent (3%) pre-tax contribution rate into a Target Date Fund based on your target retirement date.

 

Risk Spectrum for Target Date Funds


Investment Options below have potentially more inflation risk and less investment risk 
 

  • BlackRock LifePath Index Retirement Fund Class K Shares 
  • BlackRock LifePath Index 2030 Fund Class K Shares
  • BlackRock LifePath Index 2040 Fund Class K Shares 

Investments Options below have potentially less inflation risk and more investment risk  
 

  • BlackRock LifePath Index 2050 Fund Class K Shares
  • BlackRock LifePath Index 2060 Fund Class K Shares 


Investment Options to the left have potentially more inflation risk and less investment risk 
 

 

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Investments Options to the right have potentially less inflation risk and more investment risk  
 
  • BlackRock LifePath Index Retirement Fund Class K Shares 
  • BlackRock LifePath Index 2030 Fund Class K Shares
  • BlackRock LifePath Index 2040 Fund Class K Shares 
  • BlackRock LifePath Index 2050 Fund Class K Shares
  • BlackRock LifePath Index 2060 Fund Class K Shares 

 

Investment Options Chart

InvestmentsGross Expense Ratio as of 4/22/2025
AB Large Cap Growth Fund Class Z.51%
American Funds American Balanced Fund® Class R-6.25%
American Funds EuroPacific Growth Fund® Class R-6.47%
American Funds Mortgage Fund® Class R-6.31%
American Funds New Perspective Fund® Class R-6.41%
BlackRock LifePath® Index 2030 Fund Class K Shares.13%
BlackRock LifePath® Index 2040 Fund Class K Shares.14%
BlackRock LifePath® Index 2050 Fund Class K Shares.14%
BlackRock LifePath® Index 2060 Fund Class K Shares.14%
BlackRock LifePath® Index Retirement Fund Class K Shares.13%
DFA U.S. Targeted Value Portfolio Institutional Class.3%
Dodge & Cox International Stock Fund Class X.57%
Fidelity® 500 Index Fund.015%
Fidelity® Extended Market Index Fund.035%
Fidelity® Inflation-Protected Bond Index Fund.05%
Fidelity® Investments Money Market Government Portfolio - Institutional Class.18%
Fidelity® Total International Index Fund.06%
Fidelity® U.S. Bond Index Fund.025%
MFS Value Fund Class R6.45%
Principal SmallCap Growth Fund I Class R-6.9%
TCW MetWest Total Return Bond Fund Plan Class.37%

 

A mutual fund expense ratio is the total annual fund or class operating expenses (before waivers or reimbursements) paid by the fund and stated as a percentage of the fund's total net assets. For other types of investments, the figure in the expense ratio field reflects similar information but may have been calculated differently than for mutual funds. Mutual fund data comes from the fund's prospectus. For non-mutual fund investment options, the information has been provided by the plan sponsor, the investment option's manager, or the trustee. When no ratio is shown for these options, it is because none was available. There may be fees and expenses associated with the investment option. Expense information changes periodically. Please consult NetBenefits.com for updates. 

 

One-on-One Help

Investing can often feel overwhelming and, with the array of options, a complex decision. Complimentary 1:1 appointments with a Fidelity representative are available to you.

Jason Cronick, CRPC® is a Workplace Financial Consultant for Fidelity, who is designated to help Nebraska Methodist Health System employees. To view available days and times that Jason can meet either by phone , zoom, or in-person, you can click here.

If you cannot schedule a time with Jason, you can call 800-343-0860 weekdays from 7:30 a.m. to 8:00 p.m. CST to speak with a financial consultant or schedule a complimentary appointment. You can also schedule appointments online at www.fidelity.com/schedule.

 

Fidelity® Personalized Planning & Advice

When it comes to investing in your goals, preferences and risk tolerance are personal. As are the different types of accounts you may have [401(k)s, IRAs, pensions, company stock, etc.]. All of these factors should be taken into consideration when making investment decisions, especially as you get closer to retirement. That's why Fidelity® Personalized Planning & Advice offers a team of professionals with experience in all market conditions, who can create and manage an investment strategy based on your complete financial situation. To get started, call 866-811-6041 or visit us at NetBenefits.com/PPA. Note: This service provides advisory services for a fee.

 

Make updates to your account 

 

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Fund line-up as of 04/22/2025 

 

The general information contained in this summary does not address all requirements of the plans and complete information is contained in the official plan documents. If this summary differs from the terms and provisions of the official plan documents, the official Plan documents will govern and control. Methodist reserves the right to amend, suspend, or terminate its plans at any time, in whole or in part. Participation in these plans is not an offer or guarantee of employment.

Fidelity retail products and services are offered separately from your employer-sponsored retirement plan.

Fidelity® Personalized Planning & Advice at Work is a service of Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, and may be referred to as "Fidelity," "we," or "our" within. For more information, refer to the Terms and Conditions of the Program. When used herein, Fidelity Personalized Planning & Advice refers exclusively to Fidelity Personalized Planning & Advice at Work. This service provides advisory services for a fee.

Investing involves risk, including risk of loss.

Before investing, consider the funds' investment objectives, risks, charges, expenses, and available share classes. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. 


Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 
©2025 FMR LLC. All rights reserved.

 

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