Please Answer the Following Questions Circle your choice for each question
|
|
- Miles Duane Houston
- 6 years ago
- Views:
Transcription
1 3(b) 1
2 1
3 Asset Allocation Questionnaire How you allocate your assets can significantly impact your portfolio s performance. No matter how far away you are from retirement, it is important to think about your long-term strategy. One of the best ways to plan for a comfortable retirement is by choosing the appropriate asset allocation mix, based on your risk tolerance and time horizon. The following questions are designed to assist you in understanding your attitude toward risk and return. Your results may help you consider an asset allocation strategy that best suits your long-term investment objectives. Please Answer the Following Questions Circle your choice for each question 1
4 Money Market 1 Small Cap Stocks 2% TIAA-CREF Money Market Money Market 1 Royce Small Cap Special Stocks Equity 2% Associated Money Market 1 Allianz NFJ Small Cap Value 1% Bonds 4 International Vanguard Small Stocks Cap Index 0% 9% Bonds 4 Fidelity Advisor Small Cap 1% TIAA-CREF Bond Index 23% American Funds EuroPacific Growth 9% MetWest Total Return 23% JP Morgan Core Bond 23% Oppenheimer Developing Markets 0% Vanguard Total Bond Mkt Index 23% International Stocks 9% American Funds EuroPacific Growth 5% Large Large Cap Cap Stocks 13% Inflation Vanguard Linked Total Int'l Stock Index MFS BlackRock Value Equity Dividend BlackRock Inflation Protected Bond TIAA-CREF Vanguard 500 S&P Index 500 Index 5% TIAA-CREF Alternative / Inflation Real Estate Linked Securities American American Funds Funds AMCAP BlackRock Inflation Protected Bond 3% PIMCO Commodity Real Return 3% Mid Cap Stocks Voya Global Real Estate 2% Mid Cap Stocks Vanguard Mid Cap Index Columbia Mid Cap Index Money Market 13% Small Cap Stocks TIAA-CREF Associated Money Market 13% Allianz Royce NFJ Special Small Equity Cap Value 1% Bonds 39% Fidelity Advisor Small Cap 1% Bonds 39% International Stocks 12% MetWest Total Return 20% TIAA-CREF Bond Index 19% American Funds EuroPacific Growth 12% Vanguard Total Bond Mkt Index 19% International Stocks 12% JP Morgan Core Bond 20% Oppenheimer Developing Markets 0% American Funds EuroPacific Growth Large Cap Stocks 1 Vanguard Total Int'l Stock Index Large BlackRock Cap Equity Stocks Dividend 1 Inflation Linked 10% MFS Vanguard Value500 Index Alternative BlackRock / Inflation Protected Linked Bond 10% 5% TIAA-CREF American Funds S&P AMCAP 500 Index BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 3% 5% American Funds AMCAP PIMCO Commodity Real Return 5% Mid Cap Stocks Voya Global Real Estate 2% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index
5 Money Market Small Cap Cap Stocks Stocks TIAA-CREF Associated Money Market Allianz Royce NFJ Special Small Equity Cap Value 1% Bonds 30% Fidelity International Advisor Small Stocks Cap 1% 15% TIAA-CREF MetWest Total Bond Return Index 15% 15% American Funds EuroPacific Growth 10% Vanguard Total Bond Mkt Index 15% International Stocks 15% JP Morgan Core Bond 15% Oppenheimer Developing Markets 5% American Funds EuroPacific Growth Large Cap Stocks 2 Vanguard Total Int'l Stock Index 7% Large Cap Stocks 2 Inflation Linked 11% BlackRock Equity Dividend 9% MFS Vanguard Value500 Index 9% Alternative BlackRock / Inflation Inflation Protected Linked Bond 11% 11% 5% TIAA-CREF American Funds S&P AMCAP 500 Index 9% BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 2% American Funds AMCAP 9% PIMCO Commodity Real Return Mid Cap Stocks Voya Global Real Estate 3% Mid Vanguard Cap Stocks Mid Cap Index Columbia Mid Cap Index Money Market 5% Small Cap Cap Stocks TIAA-CREF Associated Money Market 5% Allianz Royce NFJ Special Small Equity Cap Value 2% Bonds 22% Fidelity Advisor Small Cap 2% Bonds 22% International Stocks 1 MetWest Total Return 11% TIAA-CREF Bond Index 11% American Funds EuroPacific Growth 12% Vanguard Total Bond Mkt Index 11% International Stocks 1 JP Morgan Core Bond 11% Oppenheimer Developing Markets American Funds EuroPacific Growth 9% Large Cap Stocks 30% Vanguard Total Int'l Stock Index 9% Large BlackRock Cap Equity Stocks Dividend 10% 30% Inflation Linked 11% MFS Vanguard Value500 Index 10% Alternative BlackRock / Inflation Linked Protected Bond 11% 5% TIAA-CREF American Funds S&P AMCAP 500 Index 10% BlackRock TIAA-CREF Inflation Real Protected Estate Securities Bond 1% American Funds AMCAP 10% PIMCO Commodity Real Return 7% Mid Cap Stocks Voya Global Real Estate 3% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index
6 Money Market 3% Small Cap Cap Stocks TIAA-CREF Associated Money Market 3% Allianz Royce NFJ Special Small Equity Cap Value 2% Bonds 13% Fidelity Advisor Small Cap 2% Bonds 13% International Stocks 22% MetWest Total Return 7% TIAA-CREF Bond Index American Funds EuroPacific Growth 1 Vanguard Total Bond Mkt Index International Stocks 22% JP Morgan Core Bond 7% Oppenheimer Developing Markets American Funds EuroPacific Growth 11% Large Cap Stocks 3 Vanguard Total Int'l Stock Index 11% Large BlackRock Cap Equity Stocks Dividend 12% 3 Inflation Linked 12% MFS Vanguard Value500 Index 12% Alternative BlackRock / Inflation Protected Linked Bond 12% TIAA-CREF American Funds S&P AMCAP 500 Index 12% BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 1% American Funds AMCAP 12% PIMCO Commodity Real Return Mid Cap Stocks Voya Global Real Estate 3% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index Money Market 0% Small Cap Cap Stocks TIAA-CREF Associated Money Market 0% Allianz Royce NFJ Special Small Equity Cap Value 3% Bonds 0% Fidelity Advisor Small Cap 3% Bonds 0% International Stocks 2 MetWest Total Return 0% TIAA-CREF Bond Index 0% American Funds EuroPacific Growth 1 Vanguard Total Bond Mkt Index 0% International Stocks 25% JP Morgan Core Bond 0% Oppenheimer Developing Markets American Funds EuroPacific Growth 13% Large Cap Stocks 4 Vanguard Total Int'l Stock Index 12% Large BlackRock Cap Equity Stocks Dividend 1 4 Inflation Linked 10% MFS Vanguard Value500 Index 1 Alternative BlackRock / Inflation Protected Linked Bond 11% 10% 5% TIAA-CREF American Funds S&P AMCAP 500 Index 1 BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 0% 5% American Funds AMCAP 1 PIMCO Commodity Real Return Mid Cap Stocks Voya Global Real Estate 3% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index
7 Prospectuses for all of the investment options are available through TIAA-CREF Retirement Plan Website at or by calling
FLORIDA INSTITUTE OF TECHNOLOGY 403(B) PLAN
FLORIDA INSTITUTE OF TECHNOLOGY 403(B) PLAN Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation in the FLORIDA
More informationTIAA-CREF FLORIDA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN. Summary of Plan Services and Costs
FLORIDA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation
More informationFund Family Prospectuses
Fund Family Prospectuses Click on the fund family to see a list of current funds and download prospectuses. Alger AllianceBernstein Allianz American Century Investments American Funds Ariel Mutual Funds
More informationState Street Corporation 50,264,508 Jun 29, % 12,474,142,849. Capital World Investors 26,593,437 Jun 29,
1. Lockheed Martin (LMT): State Street Corporation 50,264,508 Jun 29, 2016 16.59% 12,474,142,849 Capital World Investors 26,593,437 Jun 29, 2016 8.78% 6,599,693,207 Vanguard Group, Inc. (The) 18,123,295
More informationFund Family Prospectuses
Fund Family Prospectuses Click on the fund family to see a list of current funds and download prospectuses. Alger AllianceBernstein Allianz American Century American Funds Ariel Mutual Funds Calvert Group
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by fund category)
2017 Assessment of SUNY Retirement Plan Fees (sorted by fund category) Vendor* Fund Name Fund Category Total cost (%) Voya 403b Voya Fixed Account - Pre 09/01/2004 Cash/Cash Equivalent 0 Voya 403b Voya
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by investment provider)
2017 Assessment of SUNY Retirement Plan Fees (sorted by investment provider) Vendor* Fund Name Fund Category Total cost (%) Fidelity Fidelity Money Market Trust Retirement Government Money Market II Portfolio
More information2017 Assessment of SUNY Retirement Plan Fees (sorted by fee)
2017 Assessment of SUNY Retirement Plan Fees (sorted by fee) Vendor* Fund Name Fund Category Total cost (%) Voya 403b Voya Fixed Account - Pre 09/01/2004 Cash/Cash Equivalent 0 Voya 403b Voya Fixed Account
More informationMaking the Most of Your Financial Future
Making the Most of Your Financial Future Stevens Institute of Technology 2013 new investment choices October 2013 Today s agenda Retirement Plan updates What is changing What is not changing TIAA-CREF
More informationMount Holyoke College Defined Contribution Retirement Plan. Take control of your retirement. A guide to help you choose an investment portfolio
Mount Holyoke College Defined Contribution Retirement Plan Take control of your retirement A guide to help you choose an investment portfolio The Mount Holyoke College Defined Contribution Retirement Plan
More informationGeneral Amendment To Be Attached To and Read as. Part of the Group Annuity Contract. Issued By
General Amendment To Be Attached To and Read as Part of the Group Annuity Contract Issued By John Hancock Life Insurance Company (U.S.A.) (herein called the Company) In accordance with the provisions under
More informationplan investment review performance summary
CASH AND EQUIVALENTS - MONEY MARKET Vanguard Federal Money Market Investor 0.54% 1.78% 0.81% 0.30% 0.04% 0.01% 0.02% 1.78% 0.96% 0.59% 0.34% ICE BofA ML US Treasury Bill 3 Mon USD 0.56% 1.87% 0.86% 0.33%
More information457 Plan Investment Design
4643 S Ulster Street, Suite 1040 Denver, CO 80237 303.694.1900 www.innovestinc.com 457 Plan Investment Design Wendy J. Dominguez, President, MBA Gordon Tewell, Principal, CFA, CPC Jerry Huggins, Vice President,
More informationMount Holyoke College Defined Contribution Retirement Plan. A guide to Asset Allocation
Mount Holyoke College Defined Contribution Retirement Plan A guide to Asset Allocation The Mount Holyoke College Defined Contribution Retirement Plan (Plan) is designed to help you save and invest money
More informationTIAA-CREF USC RETIREMENT SAV PROGRAM USC 401(A) MATCHING PLAN. Summary of Plan Services and Costs
USC RETIREMENT SAV PROGRAM USC 401(A) MATCHING PLAN Summary of Plan Services and Costs July 9, 2013 This summary provides important information to assist you in making decisions related to your participation
More informationSummary of Administrative Maintenance Charges (AMC) and Revenue Sharing Received
Summary of Administrative Maintenance Charges (AMC) and Revenue Sharing Received For the investment options ( Funds ), listed below, advised exclusively by unaffiliated mutual fund companies, John Hancock
More informationHelping You Maximize. Your Retirement. 403(b) Program Overview Guide The University of North Carolina System
Helping You Maximize Your Retirement 403(b) Program Overview Guide The System Appalachian State University East Carolina University Elizabeth City State University Fayetteville State University Agricultural
More informationStart Investing in the New Investment Lineup. <Presenter name>
Start Investing in the New Investment Lineup AGENDA Workplace savings plan Key investing concepts Common investments Appropriate investment mix Your investment approach Benefits of investing
More informationAGENDA Introductions Plan Overview Year In Review
AGENDA Introductions Plan Overview Year In Review Introductions Retirement Committee Robert G. Moore Stacy Davidson Barbara Wilson John Lauer * David Hendrickson * Walt Hecox Consultant Erik Daley, Multnomah
More informationYour Arizona University System Optional Retirement Plan Transition Guide
Your Arizona University System Optional Retirement Plan Transition Guide Guiding you through the retirement plan changes ahead. Inside are details about the transition of the Arizona University System
More informationTarget Date Funds Fiduciary Perspectives Save & Protect
Target Date Funds Fiduciary Perspectives Save & Protect Ron Surz President Ron@TargetDateSolutions.com (949)488-8339 Sub-advisor of SMART TDF Index Hand Benefit & Trust, Houston 3 Things That Actually
More informationFUTURE. to work for YOU
Your Guide for the Transition to Fidelity Putting your FUTURE to work for YOU California State University Tax Sheltered Annuity (TSA) Program Important notice regarding your transition to Fidelity: Participant
More informationTIAA-CREF SAINT LOUIS UNIVERSITY 403B PLAN. Summary of Plan Services and Costs
SAINT LOUIS UNIVERSITY 403B PLAN Summary of Plan Services and Costs July 19, 2013 This summary provides important information to assist you in making decisions related to your participation in the SAINT
More informationKS BOARD OF REGENTS VOL 403B
P E R F O R M A N C E U P D A T E KS BOARD OF REGENTS VOL 403B Average Annual Total Returns as of: 03/31/2019 (shown in percentages) Variable annuities and mutual funds offered through a retirement plan
More informationAllianz Vision SM Prospectus
Allianz Life Insurance Company of New York www.allianzlife.com/newyork/ Allianz Vision New York Variable Annuity Allianz Vision SM Prospectus New York Variable Annuity Individual flexible-payment deferred
More informationTarget Date Funds. Fiduciary Perspectives. Save & Protect. Ron Surz President. Target Date Solutions.
Target Date Funds Fiduciary Perspectives Save & Protect Ron Surz President Target Date Solutions Ron@TargetDateSolutions.com Sub-advisor of SMART TDF Index Hand Benefit & Trust, Houston Despite their growing
More informationTake control of your retirement
3020205.E.P-3Mt_Holyoke_Asset_Allocation copy_allocation Mentor 4/19/13 1:24 PM Page 1 Take control of your retirement A guide to help you choose an investment portfolio Your future. Made easier. 3020205.E.P-3Mt_Holyoke_Asset_Allocation
More informationImportant news about your LAUSD 457(b) Deferred Compensation Plan
Important news about your LAUSD 457(b) Deferred Compensation Plan Los Angeles Unified School District 457(b) Deferred Compensation Plan November 2016 Your LAUSD 457(b) Deferred Compensation Plan will be
More informationYour University of Virginia Retirement Plan Transition Guide. A heritage of innovation to help you take on the future.
Your University of Virginia Retirement Plan Transition Guide A heritage of innovation to help you take on the future. 113766_02_BRO_UVA_TBRO.indd 1 It s a great time to take advantage of your University
More informationVoluntary Retirement Plans Update
Voluntary Retirement Plans Update Leadership Update June 2012 Rationale for Restructuring Program Simplify the program to: - Better meet the needs of faculty and staff (only 16% currently participate)
More informationEmpower Retirement. Clarity in a Complex World: Plan Fee Disclosure for Plan Fiduciaries
Empower Retirement Clarity in a Complex World: Plan Fee Disclosure for Plan Fiduciaries Fee Disclosure County of Tulare California Deferred Compensation Plan 88038-01 As of March 31, 2015 Page 1 of 16
More informationRoman Catholic Archdiocese of Boston 401(k) Retirement Savings Plan: Making the Most of Your Financial Future
Roman Catholic Archdiocese of Boston 401(k) Retirement Savings Plan: Making the Most of Your Financial Future Agenda TIAA-CREF Advantages of a 401(k) Plan Investing Basics Your Investment Menu Getting
More informationVoya Express Mutual Funds Custodial Account
P E R F O R M A N C E U P D A T E Voya Express Mutual s Custodial Account Average Annual Total Returns as of: 08/31/2014 (shown in percentages) Mutual funds offered through a retirement plan or individual
More informationEnrollment Form Deferred Compensation Plan of The County of Westchester
Instructions About You Plan number Sub plan number 9 8 0 1 3 0 0 0 0 0 0 2 Social Security number Enrollment Form Deferred Compensation Plan of The County of Westchester Please print using blue or black
More informationInvest in your future
Investment choices performance report March 31, 2018 Nationwide Destination SM Architect 2.0 Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable
More informationA MarketRiders Special Report
A MarketRiders Special Report Aggregate Mutual Fund Fee Report US IRA Accounts 2009 1 www.marketriders.com Aggregate Mutual Fund Fee Report: US IRA Accounts 2009 As of September 30, 2009, US Households
More informationplan investment review performance summary
CASH AND EQUIVALENTS - MONEY MARKET CREF Money Market R2 0.28% 0.49% 0.44% 0.06% 0.00% 0.00% 0.00% 0.79% 0.33% 0.20% 0.22% Vanguard Federal Money Market 0.42% 0.75% 0.81% 0.30% 0.04% 0.01% 0.02% 1.26%
More informationGeneral Amendment To Be Attached To and Read as. Part of the Group Annuity Contract. Issued By
General Amendment To Be Attached To and Read as Part of the Group Annuity Contract Issued By John Hancock Life Insurance Company (U.S.A.) (herein called the Company) In accordance with the provisions under
More informationRoman Catholic Archdiocese of Boston 401(k) Retirement Savings Plan. Enrollment and Education Seminars 2015
Roman Catholic Archdiocese of Boston 401(k) Retirement Savings Plan Enrollment and Education Seminars 2015 1 Contact Information Carol Gustavson Director, Benefit Trusts/Plan Administrator 617-746-5830;
More informationMorningstar Direct SM U.S. Open-End Asset Flows Update
August 2014 Data through July 31 Morningstar Direct SM U.S. Open-End Asset Flows Update U.S. Open-End Funds Continue to Shift From U.S. Equity to Taxable Bonds by Alina Tarlea, Sr. Markets Research Analyst
More informationComerica Securities Inc. Mutual Fund Guide
Comerica Securities Inc. Mutual Fund Guide With so many different mutual funds available today, Comerica Securities Inc. wants to help you to ensure that you are investing in the mutual fund that best
More informationRiverSource Variable Universal Life - New York
RiverSource Variable Universal Life - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Insurance for month ending 11/30/2017 and quarter
More informationRoman Catholic Archdiocese of Boston 401(k) Retirement Savings Plan: Making the Most of Your Financial Future
Roman Catholic Archdiocese of Boston 401(k) Retirement Savings Plan: Making the Most of Your Financial Future Agenda TIAA-CREF Advantages of a 401(k) Plan Investing Basics Your Investment Menu Getting
More informationYour Guide to Getting Started
County of Sacramento 401(a) Plan Invest in your retirement and yourself today, with help from the County of Sacramento 401(a) Plan and Fidelity. Your Guide to Getting Started Frequently asked questions
More informationMaking the Most of Your Retirement Plan!
Retirement Education Making the Most of Your Retirement Plan! Presented by: Ruth E. Maroun Senior Wealth Strategy Associate UBS Institutional Consulting Group - Northwest UBS Financial Services, Inc. 800-905-5574
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company University of Texas - Variable Annuity Program Variable Annuity Account C, Non-Standardized Returns Average Annual Total
More informationRiverSource Variable Second-to-Die Life Insurance
RiverSource Variable Second-to-Die Life Insurance Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Insurance for month ending 07/31/2018 and quarter ending 06/30/2018 Average
More informationVoya Express Mutual Funds Custodial Account
P E R F O R M A N C E U P D A T E Voya Express Mutual s Custodial Account Average Annual Total Returns as of: 03/31/2019 (shown in percentages) Mutual funds offered through a retirement plan or individual
More informationRiverSource Retirement Advisor Variable Annuity
RiverSource Retirement Advisor Variable Annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 11/30/2017 and quarter ending 09/30/2017 Current
More informationRiverSource Variable Universal Life III
Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Insurance for month ending 08/31/2018 and quarter ending 06/30/2018 Average annual rates of return reflect all charges incurred
More informationRiverSource Variable Second-to-Die Life Insurance - New York
RiverSource Variable Second-to-Die Life Insurance - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Insurance for month ending 08/31/2018
More informationRiverSource Retirement Advisor Variable Annuity
RiverSource Retirement Advisor Variable Annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 08/31/2018 and quarter ending 06/30/2018 Current
More informationRIT Fit for Retirement Update
ROCHESTER INSTITUTE OF TECHNOLOGY RIT Fit for Retirement Update October 15, 2018 Dear Colleagues: We are pleased to provide you with information about several investment option changes in the RIT Retirement
More informationIntelligent Life Variable Universal Life Insurance Intelligent Life Survivorship Variable Universal Life Insurance
TIAA-CREF Life Insurance Company (TIAA Life) Life) Intelligent Life Variable Universal Life Insurance Intelligent Life Survivorship Variable Universal Life Insurance Current subaccount performance period
More informationMPS 403(B) PLAN. Gross Fund. Fund. Net. Inception. Fund. Stability of Principal
P E R F O R M A N C E U P D A T E MPS 403(B) PLAN Average Annual Total Returns as of: 03/31/2019 (shown in percentages) Variable annuities and mutual funds offered through a retirement plan are intended
More informationAllianz Connections SM Prospectus
Allianz Life Insurance Company of North America www.allianzlife.com Allianz Connections Variable Annuity Allianz Connections SM Prospectus Variable Annuity A flexible-payment variable annuity: Allianz
More informationYOUR GUIDE TO GETTING STARTED
University System of Georgia Board of Regents Retirement Plan No. 95401- Online Enrollment Invest in your retirement and yourself today, with help from the Board of Regents Retirement Plan of the University
More informationMorningstar Direct SM U.S. Open-end Asset Flows Update
August 2012 Data through July 31 Morningstar Direct SM U.S. Open-end Asset Flows Update U.S. Open-End Funds Also inside: Extended tables... 3 Taxable Bond Funds continue to Rule the Roost by Kevin McDevitt,
More informationGrading Target Date Funds from a Fiduciary Perspective
Grading Target Date Funds from a Fiduciary Perspective Ron Surz Ron@TargetDateSolutions.com 949/488-8339 I m tired of seeing high risk get good grades. Target date funds (TDFs) are the biggest deal in
More informationGeneral Amendment To Be Attached To and Read as. Part of the Group Annuity Contract. Issued By
General Amendment To Be Attached To and Read as Part of the Group Annuity Contract Issued By John Hancock Life Insurance Company (U.S.A.) (herein called the Company) In accordance with the provisions under
More informationFinancial Statements and Independent Auditor s Report. Eastern Colorado Services for the Developmentally Disabled, Inc. Tax Deferred Annuity Plan
Financial Statements and Independent Auditor s Report Eastern Colorado Services for the Developmentally Disabled, Inc. Tax Deferred Annuity Plan INDEX INDEPENDENT AUDITOR S REPORT 3 Page FINANCIAL STATEMENTS
More informationMaking the Most of Your Retirement Plan Opportunities in New Jersey
Making the Most of Your Retirement Plan Opportunities in New Jersey DESIGNATED SERVICE PROVIDERS COMPARISON GUIDE State of New Jersey DIVISION OF PENSIONS AND BENEFITS Alternate Benefit Program (ABP) and
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company TEXAS TECH UNIV & HEALTH Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 03/31/2019
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company BD OF SCHOOL DIRECTORS CITY Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 11/30/2018
More informationMenu of Available Investment Options As of
Menu of Available Investment Options As of 12-15-2017 IMPORTANT NOTES REGARDING THE INVESTMENT OPTIONS LISTED BELOW: This is a list of investment options that are offered through a MassMutual group annuity
More informationUpdated North Carolina 403(b) Program Model Allocations
NORTH CAROLINA DEPARTMENT OF STATE TREASURER INVESTMENT MANAGEMENT DIVISION JANET COWELL TREASURER KEVIN SIGRIST CHIEF INVESTMENT OFFICER To: From: CC: Supplemental Retirement Board of Trustees Kevin SigRist
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company THE OHIO STATE UNIVERSITY 403B Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 09/30/2018
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company TEXAS A & M UNIVERSITY SYSTEM Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 03/31/2019
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company MULTNOMAH COUNTY Separate Account D, Group Annuity Contract Average Annual Total Returns as of: 04/30/2018 (shown in percentages)
More informationAge Sage. What s inside the box? A look behind the curtain. IRAs, 401(k)s, Other Retirement Assets
Age Sage Age Sage Themature MatureRobo Robo Analyst The advisor IRAs, 401(k)s, Other Retirement Assets What s inside the box? A look behind the curtain. A Look Behind the Solution Curtain: Patented Target
More informationYour Guide to Getting Started
Standard Motor Products Profit Sharing 401(k) Capital Accumulation Plan Invest in your retirement and yourself today, with help from the SMP 401K Plan and Fidelity. Your Guide to Getting Started Invest
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company THE OHIO STATE UNIVERSITY ARP Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 08/31/2018
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company Opportunity Plus 403b Variable Annuity Account C, Non-Standardized Returns without a Deferred Sales Charge Average Annual
More informationTEXAS A&M UNIVERSITY ORP
P E R F O R M A N C E U P D A T E TEXAS A&M UNIVERSITY ORP Average Annual Total Returns as of: 03/31/2019 (shown in percentages) Variable annuities and mutual funds offered through a retirement plan are
More informationRetirement Redesign Decision Guide SPRING 2018
Retirement Redesign Decision Guide SPRING 2018 Background In 2009, the IRS imposed new requirements on 403(b) plans. The new rules required elaborate coordination among a plan s various service providers
More informationYour Guide to Getting Started
Standard Motor Products Profit Sharing 401(k) Capital Accumulation Plan Invest in your retirement and yourself today, with help from the SMP 401K Plan and Fidelity. Your Guide to Getting Started Invest
More informationA New Target Date Fund Evaluator: Prudence Rating Applications of the PIMCO Glide Path Analyzer
A New Target Date Fund Evaluator: Prudence Rating Applications of the PIMCO Glide Path Analyzer Ron Surz President, Target Date Solutions Ron@TargetDateSolutions.com 949/488-8339 Asset allocation is the
More informationJean M. Lown, Ph.D. Family, Consumer, & Human Development. Thanks to: Barbara O Neill, Ph.D., CFP, Rutgers Cooperative Extension
Ready, Set Retire next year or in 30 years Jean M. Lown, Ph.D. Family, Consumer, & Human Development Thanks to: Barbara O Neill, Ph.D., CFP, Rutgers Cooperative Extension 1 Overview Understanding risk
More informationDepartment Name Department Location Location Code
ENROLLMENT FORM District of Columbia 457 Deferred Compensation Plan Plan Number: 1 Judiciary Square 441 4th Street NW, Suite 345S Washington, DC 20001-2714 Local Office: 1-202-442-9749 Fax: 1-202-727-8478
More informationAmerican University 403(b) Retirement Plan Enhancements April 2018
American University 403(b) Retirement Plan Enhancements April 2018 1 AU 403(b) Retirement Plan Overview Contributions AU Match Automatic Enrollment Beneficiaries 1% to 100% of pay Up to IRS limits $18,500
More informationInvest in your future
Investment choices performance report December 31, 2017 Nationwide Destination SM B 2.0 Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity
More informationFund Flows Monthly Market Summary: US Open-end ex MM ex FoF
Morningstar Direct SM Release Date: 2009-12-09 Page 1 of 5 1-Mo YTD 1 Large Blend (1,970) (2,653) 5,504 6,545 899 13.31 683 13.74 5.28 25.10 2 Large Growth (2,686) (6,585) (19,790) (23,500) 728 10.77 567
More informationTIAA-CREF Investment Options Survey Executive Summary February 26, 2015
TIAA-CREF Investment Options Survey Executive Summary February 26, 2015 1 . TIAA-CREF Survey: More Americans Are Unfamiliar with Investment Options in Their Retirement Plans These findings come from TIAA-CREF
More informationInvest in your future
Investment choices performance report March 31, 2018 The Best of America America s VISION Annuity Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable
More informationInvest in your future
Investment choices performance report October 31, 2018 Nationwide Destination SM L 2.0 Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity
More informationRiverSource RAVA 5 Advantage variable annuity - New York
RiverSource RAVA 5 Advantage variable annuity - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Annuities for month ending 02/28/2018
More informationRetirement Plan Provider & Investment Review Update
Retirement Plan Provider & Investment Review Update Presented By: Julie Freestone - Executive Director, Human Resources Angie Mirrione - MRP Retirement Plan Consulting Plan Administration Responsibilities
More informationDefault Investment Option Changing for the Retirement Plan of Creighton University
Default Investment Option Changing for the irement Plan of Creighton University As you know, the Creighton University irement Plan Committee meets quarterly to review all the funds we offer in our plan.
More informationInvest in your future
Investment choices performance report September 30, 2018 Nationwide Destination SM All American Gold 2.0 Invest in your future Answers to frequently asked questions. What you should know about purchasing
More informationInvest in your future
Investment choices performance report August 31, 2018 Nationwide Destination SM Navigator 2.0 Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company OPPORTUNITY PLUS Variable Annuity Account C, Non-Standardized Returns without a Deferred Sales Charge Average Annual Total
More informationRCN Cable Retirement Savings Plan Plan Code: RCNG-001 Product Name: Lincoln Alliance program
RCN Cable Retirement Savings Plan Plan Code: RCNG-001 Product Name: Lincoln Alliance program The purpose of this document is to provide you with important information regarding the RCN Cable Retirement
More informationGRAND VALLEY STATE UNIVERSITY 403(B)/ 457(B) PLANS Investment Fund Enhancements
GRAND VALLEY STATE UNIVERSITY 403(B)/ 457(B) PLANS Investment Fund Enhancements BACKGROUND Overview of the work the GVSU Retirement Plan Investment Committee has been doing to bring our GVSU 403(b) and
More informationJOHNSON COUNTY 457 DEF COMP
P E R F O R M A N C E U P D A T E JOHNSON COUNTY 457 DEF COMP Average Annual Total Returns as of: 07/31/2018 (shown in percentages) Variable annuities and mutual funds offered through a retirement plan
More informationRiverSource RAVA 5 Advantage variable annuity
RiverSource RAVA 5 Advantage variable annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 04/30/2018 and quarter ending 03/31/2018 Current
More informationInvest in your future
Investment choices performance report December 31, 2017 The Best of America V Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity What
More informationInvestment Option Monitor Report
NEA Member Benefits is pleased to provide you with the following NEA Retirement Monitor Status Report. We provide this report to help you more easily review the performance of the underlying investment
More informationInvest in your future
Investment choices performance report September 30, 2018 Nationwide Destination SM L Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity
More informationCity of Richmond, Virginia
City of Richmond, Virginia NEWS RELEASE Philip R. Langham Executive Director August 1, 2012 Contact: Kristina Friar Marketing & Public Relations Specialist Email: Kristina.Friar@richmondgov.com Phone:
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company SUNY Optional Retirement Program - new enrollments Variable Annuity Account C, Non-Standardized Returns Average Annual Total
More information