This booklet contains important information you will need to enroll in your employer’s 457(b) deferred compensation plan, through which you can save and invest for your future with tax advantages. If you are within 10 years of your desired retirement age and the VT Retirement IncomeAdvantage Fund is an available investment option in your Retirement Plan and you do not provide an answer, the second answer listed for both questions will be used ("Likely … VT Retirement IncomeAdvantage Fund If your plan offers the VT Retirement IncomeAdvantage Fund (the Fund), any assets you have invested in the Fund will be excluded from your rollover request. To contact ICMA-RC, call 800-669-7400 (TDD: 800-669-7471) or write to 777 North Capitol Street, NE, Washington, DC 20002-4240. To avoid this fee the fund closure and replacement may be implemented according to the following schedule. An investment in the fund includes the risk of loss, including near, … And 83% of annuity owners made their purchase to … ADMINISTRATIVE SERVICES AGREEMENT . Breaking News • Nov 05, 2020. 2 . ICMA-RC’s wholly-owned … VT BlackRock Large Cap Core Retirement Fund, Class K4.....U4 VT Legg Mason Value Trust Fund, Class Financial ... Retirement IncomeAdvantage Fund Important Considerations document, available online or by contacting ICMA-RC. ICMA-RC is Here for Those Affected by the Wildfires. Prudential Retirement, a business of Prudential Financial, Inc. , and ICMA Retirement Corporation announced today they have entered into an agreement through... | November 28, 2020 Type: 457 . VT Retirement IncomeAdvantage Fund1,5.....8077 Balanced/Asset Allocation VT Vantagepoint Milestone ... 5 e VantageTrust Retirement IncomeAdvantage Fund (the “Fund”) is o red through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. We will continue to offer loans with Nationwide. The VT Retirement IncomeAdvantage Fund is a lifetime income fund available to certain 401 and 457 plan investors as an underlying fund of the VantageTrust. Mid Willamette Valley Council of Governments . VT Retirement IncomeAdvantage Fund Important Considerations document, before investing. Retirement Corporation (“ICMA-RC”), a nonprofit corporation organized and existing under the laws of the State of Delaware, and the f Burbank City o (“Employer”), a California municipal corporation with an office at 301 East Olive Avenue, Burbank, California 91502. your Retirement Plan. and . Type: 457 . VT 5 Year BoA CD Account $6,105.51 VT Cash Management Fund $772,204.58 $16,741,729.83 VT Diversified International Fund $3,902,446.06 VT Retirement IncomeAdvantage Fund $4,205,372.92 $277,235,682.70 Crediting Rate 2018 Net Crediting Rate: Annualized crediting rate as of 12/31/2018 was 2.43%. Can I still have loans? 1 of 11. Account #: 301553 . Transition Guide. We are here to help, and we stand ready to serve you. 3 Please read Making Sound Investment Decisions: A Retirement Investment Guide and the accompanying VantageTrust Fund Fees and Expenses document (“Guide”) carefully for a complete summary of all fees, expenses, investment objectives and strategies, and risks before investing. Account #: 301043. You may also visit us on the Web at … and . If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. Vanguard Target Retirement is a suitable target-date series for any investor. The mapping schedule is in the . 6 The fund is not a complete solution for all of your retirement savings needs. Plan numbers 301553, 109087 . The VT Retirement IncomeAdvantage Fund4 will be closed to new contributions and will be closed to transfers into the fund. ICMA Retirement Corporation . Account #: 109087 . VT Retirement IncomeAdvantage10 10 VT Retirement IncomeAdvantage **The VT Fidelity Diversified International Fund10 is subject to a 1% redemption fee on assets held less than 30 days. Our thoughts are with all who are affected by the wildfires in the western region. ADMINISTRATIVE SERVICES AGREEMENT . City of Maple Grove . and the VT Retirement IncomeAdvantage Fund will be moved to an alternative investment option, the Nationwide Stable Value Fund, which is similar to the PLUS fund. Morgan Stanley. Annual Salary: $ _____ Desired Retirement Age: _____ Your Annual Desired Retirement Income: $ _____ or _____% (100% of current after-tax salary is recommended) Additional Employer Annual Contribution (if applicable) _____% or $_____ Will you receive Social Security Retirement Benefits? Saving to your 457(b) plan can help you maintain your desired standard of living. Exchange Retirement Emerging Markets Equity: Top. ICMA Retirement Corporation . Type: 401 . Fund Name (Symbol, Fund Num) AS OF 09/30/2020 Expense Ratio. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. Sub Account Inception Date MORNINGSTAR RATINGS (AS OF 11/30/2020) 1 Year 3 Years 5 Years 10 Years … If the VT Retirement IncomeAdvantage Fund is available in your Retirement Plan that we administer, you also can instruct us to never include that Fund in your Managed Account, or to alter the amount Morningstar recommends you allocate to that Fund. If you are currently invested in the VT Retirement Income Advantage Fund, you will have already received a communication about your assets in this Fund. RECITALS . To learn more about the IncomeAdvantage Fund - including its availability in your plan and fees and restrictions - log into your account. Two options are available: • You may elect to roll the assets into an IRA with Prudential. VT Retirement IncomeAdvantage* Vantagepoint Milestone Target Date Funds R3* VT Puritan Fund* Vantagepoint Infltn Focused R3* VT PIMCO High Yield* Vantagepoint Select Value R3* VT Victory Sycamore Est Value* Vantagepoint Aggressive Ops R3* VT AMG TimesSquare Mid Cap Gr* VT Nuveen Real Estate Secs* Age Appropriate American Funds Target Date Retirement Funds - R6 (based … The VT Retirement IncomeAdvantage Fund (the “Fund”) is offered through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. While a 401(a) retirement plan and/or Social Security may go a long way, they may to be enough. VT Retirement IncomeAdvantage N/A Great-West SecureFoundation Balanced Institutional* MXCJX PIMCO Low Duration Fund PLDAX PIMCO Total Return PTTRX PIMCO Real Return PARRX PIMCO Total Return PTTRX PIMCO High Yield PHIYX PIMCO Total Return PTTRX Goldman Sachs Global Income GSGLX Vanguard Total Bond Market Idx VBTLX VT 5 Yr BoA CD Acct N/A Putnam Stable Value PCSV20 VT … 401 Savings plan,457 Savings plan,Retirement Savings Plans,Custom. Please contact us if you need assistance. Join us to learn more about the IncomeAdvantage Fund, an option available in your ICMA-RC administered retirement plan Skip to Main Content COVID-19 … VT Vantagepoint Milestone Retirement Income Fund1,4,6,7.....4E VT Vantagepoint Milestone 2010 Fund 1,4,6,7 ... VantageTrust Retirement IncomeAdvantage Fund must first receive and read the Important Considerations document, before investing. Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. Employer acts as public plan sponsor of retirement plans (“Plans”), and in that capacity, has responsibility to obtain administrative services and investment alternatives for the Plans; VantageTrust is a group trust established and maintained in accordance with New Hampshire Revised Statutes Annotated section 391:1 and Internal Revenue Service Revenue Ruling 81-100, 1981-1 C.B. All guarantees associated with the VT Retirement IncomeAdvantage Fund3 will continue for any participant already holding investment positions and who maintain those investment positions in the Fund. In fact, 78% of annuity owners buy them as a source of retirement income, according to FreeAnnuityRates.com. VT Cash Management $340,833.04 0.17% 2 0.21% VT Retirement IncomeAdvantage NA $8,863,127.38 4.42% 57 6% Vanguard International Growth Adm VWILX $1,255,695.56 0.63% 68 7.16% Vanguard Target Retire 2015 VTXVX $3,821,601.86 1.90% 51 5.37% Vanguard Target Retire 2020 VTWNX $8,988,996.65 4.48% 78 8.21% Vanguard Target Retire 2025 VTTVX $9,214,436.55 4.59% 100 10.53% Vanguard … Retirement Emerging Markets Equity (FIALC, 9150)-12.15%-7.43% +2.52%-1.41% +1.59%: 1.11%: 05/01/2006: Diversified Emerging Mkts: 2. About the VT Retirement IncomeAdvantage Fund With the transition to Nationwide, this fund will no longer be available. View and compare VT,PLUS,FUND on Yahoo Finance. 2 of 14 AGREEMENTS 1. VT Retirement IncomeAdvantage Great-West SecureFoundation Balanced Institutional* MXCJX PIMCO Low Duration Fund PIMCO Total Return PTTRX PIMCO Real Return PIMCO Total Return PTTRX PIMCO High Yield PIMCO Total Return PTTRX Goldman Sachs Global Income Vanguard Total Bond Market Idx VBTLX VT 5 Yr BoA CD Acct Putnam Stable Value PCSV20 VT Cash Management R5 Putnam Stable Value PCSV20 VT … See target implementation dates below. 1722 Funds Rated. Sheets (together, “VT Disclosures”); and ICMA-RC provides a range of services to public employers for the operation of employee retirement plans including, but not limited to, communications concerning investment alternatives, account maintenance, account recordkeeping, investment and tax reporting, transaction processing, and benefit disbursement. A ) Retirement plan and/or Social Security may go a long way, they may to enough. Withdrawal forms to be enough Considerations document, before investing your account options are available: you! 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