Option O

The Moderate Long-Term Model Portfolio is an appropriate savings plan for individuals with average risk tolerance whose retirement is still farther away. Individuals who invest in these types of portfolios are seeking to balance the amount of risk and return contained within the funds.

 
Conservative Long-Term Model Portfolio  Aggressive Long-Term Model Portfolio


 

Account Management Resources:



Note:
  • Our representatives may not give legal or tax advice. Please consult your attorney or tax advisor for answers to your specific tax questions.
  • Your North Shore Bank 457(b) Plan can be funded by both FDIC Insured North Shore Bank certificates of deposit and/or non-Bank investments provided through TransAmerica Funds and Nicholas Funds.
  • Investments held in North Shore Bank CDs are FDIC insured. However, investments other than North Shore Bank CDs are NOT a deposit or other obligation of the bank or its affiliates; NOT insured by the FDIC or any other agency of the United States; are subject to investment risk, including possible loss of value.

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