Due to our deep knowledge of Procter and Gamble’s compensation structure and benefit packages, Truepoint offers dedicated Financial Advisory services for current P&G employees.

The service offering includes investment and portfolio services as well as financial guidance in areas including, but not limited to, the following:

Separation planning  Retirement Planning  Stock option management  Education savings  Debt management  Income tax planning  Life, disability, long-term care insurance

Employee benefits  General financial advice  Estate planning  Cash flow planning  Charitable giving  Income tax preparation*

*Includes preparation of client’s federal and primary state income tax returns and any required quarterly estimated tax vouchers. Additional returns will be subject to a separately agreed upon fee.

PST Investment Changes

Procter & Gamble recently announced an investment menu change in the employee Profit Sharing Trust and Savings Plan. Between March 30th and April 24th, the existing holdings and future contributions to certain funds will be mapped to newly established replacement funds.
 
The existing funds affected will be mapped to a comparable index fund which has a considerably lower expense ratio. Furthermore, each replacement fund has the same asset class exposure as the fund it replaces. These fund changes will better align the P&G retirement plans with Truepoint’s low-cost, passive and diversified investment philosophy.

For more information please contact John Evans, CFP®, CPA, at (513) 792-6648 or j.evans@truepointcapital.com