Inside her mind..

31 year old gal. Lives in Boulder, CO. Eats non-dairy powdered coffee creamer for fun. Surrounds herself with dogs, horses, friends, and one hot boy. (this is a temporary blogger template - stay tuned for major changes)

Tuesday, March 12, 2002

 
I got this email in my mailbox last night. Investors are not so protected EH???????

-----Original Message-----
From: Sharon Nasstrom [mailto:SNasstrom@protectedinvestors.com]
Sent: Monday, March 11, 2002 7:10 PM
To: Schultz, Jim R. (JimSchultz)
Subject: Re: ChevronTexaco ESIP Diversification


Jim,
Thank you for researching this. Every 15 days is a livable restriction.
What a change!

Sharon

Sharon S. Nasstrom, CFP
Branch Manager, Registered Principal
Protected Investors of America
1990 N. California Blvd., Ste. 340, Walnut Creek, CA 94596
925.746.7726
CA Ins. Lic. # 0C33260
----- Original Message -----
From: "Schultz, Jim R. (JimSchultz)"
To:
Sent: Monday, March 11, 2002 5:23 PM
Subject: ChevronTexaco ESIP Diversification


> Sharon,
> I am happy to report that I am not losing my mind (not yet anyways)...
> Below is a reference from our new benefits ESIP Frequently Asked Questions
> page referring to the option to diversify all CT stock once the new plans
> are in place 4/1. fyi.
> Jim
> ============
> Diversification
> (posted 02/11/02)
> I'm a former Chevron employee. Am I able to diversify all my old PS/SP
> ChevronTexaco stock?
> Yes, all old and new shares are eligible for diversification as of April
1,
> 2002.
> (posted 12/21/01)
> What is the new Diversification option?
> In the new plan, your company match will initially be invested in company
> stock, and you can transfer the company match into other investment funds
in
> the plan.
> How often will I be able to diversify the company match and do other
> transfers (now called exchanges)?
> Exchanges of all investments will be allowed every 15 days.
>
>

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