A Mutual Fund Custodial Account RETIREMENT | INVESTMENTS | INSURANCE Valid starting 10/01/2020 To ensure you have the most recent version of the application you can visit www.voyaselectadvantage.com or call 1-800-344-6860. Order #206652 10/01/2020 TM: PAYOUTSRVS/IRAAPP Page 1 of 8 - Incomplete without all pages. 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 Target Retire 2030 VTHRX $5,598,521.78 2.79% 84 … 22 0 obj <>
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The fund has returned 5.63 percent over the past year, 5.21 percent over the past three years, 5.39 percent over the past five years and 5.32 percent over the past decade. With the exception of the VT Retirement IncomeAdvantage Fund, each Fund listed below is invested in a single underlying VT III Vantagepoint Fund or in a single third-party mutual fund. 5e VantageTrust Retirement IncomeAdvantage Fund (the “Fund”) is o red through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. The performance shown has been annualized for periods greater than one year. 0000009631 00000 n
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The Separate Account, in turn, invests in collective trust funds with an asset allocation of approximately 60% equities (both domestic and foreign) and 40% fixed income. 0000006826 00000 n
R1 VANTAGETRUST FUND FEES AND EXPENSES Please note that the “estimated total expenses” provided below are estimated as of October 1, 2016, are subject to change, and include waivers and expense reimbursements, if any. VT Fidelity Diversified International Fund4 The VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for less than 30 days. About the VT Retirement IncomeAdvantage Fund With the transition to Nationwide, this fund will no longer be available. a. Any future allocations currently directed to the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT PLUS Fund. Vantagepoint Infltn Focused R7 1'2'5 vr PIMCO High Yield Guaranteed Lifetime Income VT Retirement IncomeAdvantage Bolonced/Asset Allocation VP Milestone Ret Income R7 1'2'9 Vantagepoint … Variable annuities are suitable for long-term investing, particularly retirement savings. VT Retirement IncomeAdvantageA, I (0.31%) 4.65% 9.91% - - - 8.79% Aug 2010 1.58% 1.58% VT Retirement IncomeAdvantage Custom Benchmark9 0.13% 5.61% 11.48% - - - - Balanced/Asset Allocation Fund Name / Benchmark Prior QTR Ended 06/30/2013 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date Gross Expense Ratio Net Expense Ratio Availability and terms may vary by jurisdiction; subject to regulatory approvals. VT Fidelity Diversified International Fund4 The VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for less than 30 days. You should carefully consider the objectives, risks, charges, expenses and underlying guarantee features before purchasing this product. When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. It was created in 1944 and is governed by Vermont Statute Title 3, Chapter 16. And why not? 0000006012 00000 n
Vantagepoint PLUS Fund R1 VT III PLUS Fund 7071 VT Cash Management Fidelity Money Market Govt Portfolio III 7360 BOND Fund Name Code Vantagepoint Core Bond Idx R1 VT III Vantagepoint Core Bond Index 7030 VT Western Asset Core Plus Bnd Western Asset Core Plus Bond I 8900 Vantagepoint Infl Foc R1 VT III Vantagepoint Inflation Focused 7075 VT PIMCO High Yield PIMCO High Yield Administrative … With the exception of the VT Retirement IncomeAdvantage Fund, each Fund listed below is invested in a single underlying VT III Vantagepoint Fund or in a single third-party mutual fund. Sub Account Inception Date MORNINGSTAR RATINGS (AS OF 11/30/2020) 1 Year 3 Years 5 Years 10 Years Life 2 of Sub Account. 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. 0000006283 00000 n
Data as of 12/31/2014. On August 3, 2019, your balance in the VT PLUS Fund will automatically be transferred to the Columbia Trust Stable Income Fund. Any future allocations currently directed to the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT PLUS Fund. 0000009269 00000 n
For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. ©2020 Prudential, the Prudential logo, and the Rock symbol and Bring Your Challenges are service marks of the Prudential Insurance Company of America, Newark, NJ, and its related entities, registered in many jurisdictions worldwide. 7753 ...8112 Vantagepoint PLUS Fund R7 VT Cash Management Bond Vantagepoint Core Bond Idx R5 1'2'5 PIMCO Total Return Admin 5,6. 0000003266 00000 n
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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 Target Retire 2030 VTHRX $5,598,521.78 2.79% 84 … 0000025269 00000 n
Exchange Retirement Emerging Markets Equity: Top. 0000010295 00000 n
To contact ICMA-RC, call 800-669-7400 (TDD: 800-669-7471) or write to 777 North Capitol Street, NE, Washington, DC 20002-4240. 0000000016 00000 n
VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. %PDF-1.4
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Nationwide 2:45pm . 0000006962 00000 n
If you transfer assets out of the VT Retirement IncomeAdvantage Fund prior to locking-in, you will not be eligible to transfer assets back into the Fund for a period of 90 days. 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 Exchange Retirement Emerging Markets Equity: Top. 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. For current performance, participants or plan sponsors in an ICMA-RC administered account can log in at www.icmarc.org, or institutions can go to www.vantagepointfunds.org. You may also visit us on the Web at … 0
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The fund has returned 5.63 percent over the past year, 5.21 percent over the past three years, 5.39 percent over the past five years and 5.32 percent over the past decade. Two options are available: • You may elect to roll the assets into an IRA with Prudential. 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. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). 0000002277 00000 n
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To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that protects retirement income against market downturns. In exchange for an annual guarantee fee from 1.00% to a maximum of 1.50%, Prudential provides downside income protection and lifetime income guarantees. 0000002404 00000 n
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The Fund is not a mutual fund. For additional information regarding these guarantees and the underlying assumptions attributable to these guarantees and the terms and conditions, please see the VT Retirement IncomeAdvantage Fund Important Considerations document, which is available online or by contacting Investor Services at 800-669-7400. 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. Investment Category Overall Ratings ; Emerging Markets Debt (FBTHC, 9017) +0.50% +0.96% +4.32% +2.83% +5.65%: 1.11%: 11/24/1997: … 0000017370 00000 n
3) Update on contract, terms, and any other issues 4) Review timeline and responsibilities 5) Discuss participant notifications, hotlines for questions, FAQs that we can put on county website 6) Cover … ICMA-RC provides recordkeeping services to your Plan and is the investment manager of the underlying Prudential separate account. 0000001296 00000 n
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Vantagepoint PLUS Fund R1 VT III PLUS Fund 7071 VT Cash Management Fidelity Money Market Govt Portfolio III 7360 BOND Fund Name Code Vantagepoint Core Bond Idx R1 VT III Vantagepoint Core Bond Index 7030 VT Western Asset Core Plus Bnd Western Asset Core Plus Bond I 8900 Vantagepoint Infl Foc R1 VT III Vantagepoint Inflation Focused 7075 VT PIMCO High Yield PIMCO High Yield Administrative … Special Report: Income Investing 2016 Annuities have an image problem. The VT Retirement IncomeAdvantage custom benchmark is comprised of the market indexes of the funds in which the VT Retirement IncomeAdvantage Fund invests, in weighted percentages that correspond to the historical target allocation to those funds and the historical market indexes. Fund Name (Symbol, Fund Num) AS OF 09/30/2020 Expense Ratio. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. These estimated total expenses include plan administration fees, as well as fees incurred by .. 7103 7045 ... 0066 . Special rules for the ICMA VT PLUS Fund Because of the provisions of the current ICMA 457(b) Stable Value fund, assets that are held in the VT PLUS Fund as of the March 28, 2019, blackout date will remain in the VT PLUS Fund until August 2, 2019. 0000005741 00000 n
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VT RETIREMENT INCOMEADVANTAGE FUND To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that protects retirement income against market downturns . The Vermont State Employees' Retirement System (VSERS) is the public pension plan provided by the State of Vermont for State employees. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The VT Retirement IncomeAdvantage Fund (the “Fund”) is offered through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. Vantagepoint Milestone 2020 Fund is an open-end fund incorporated in the USA. 0000006938 00000 n
If you Google "annuity drawbacks," the search engine coughs up nearly 120,000 results. Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. 0000001785 00000 n
Guaranteed Income VT Retirement IncomeAdvantage Fund $5,644 1.73 $98 0.45 $25 VT VantagePoint Milestone Funds $2,238,944 0.85 $18,964 0.25 $5,597 Loans $115,743 Total Assets $16,719,448 PREPARED AS OF MARCH 31, 2015 2 CONFIDENTIAL AND FOR THE EXCLUSIVE USE OF CITY AND COUNTY OF BROOMFIELD . Prudential or its affiliates may compensate ICMA-RC for providing these and related administrative services in connection with the Fund. 0000025201 00000 n
If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. The Fund invests in a Separate Account under a group variable annuity issued by Prudential Retirement Insurance and Annuity Company ("Prudential"), Hartford Connecticut. AccOUNT … 0000012088 00000 n
VT RETIREMENT INCOMEADVANTAGE FUND To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that protects retirement income against market downturns . 0000025412 00000 n
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Neither Prudential nor ICMA-RC guarantees the investment performance or return on contributions to Prudential's Separate Account. The Fund seeks high total return consistent with the Fund's current asset allocation. Prudential Core Conservative Intermediate Bond Fund Guidelines, VT Retirement IncomeAdvantage Fund Important Considerations. The modern mutual fund predates exchange-traded funds (ETFs) by more than six decades. The Fund invests in a separate account under a group variable annuity issued by Prudential Retirement Insurance and Annuity Company (Prudential), Hartford, CT. Vanguard Target Retirement is a suitable target-date series for any investor. Special rules for the ICMA VT PLUS Fund Because of the provisions of the current ICMA 457(b) Stable Value fund, assets that are held in the VT PLUS Fund as of the March 28, 2019, blackout date will remain in the VT PLUS Fund until August 2, 2019. e Fund invests in a separate account under a group variable annuity issued byPrudential Retirement Insurance and Annuity Company (Prudential), CA COA The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. 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 withdrawal request. VT Retirement IncomeAdvantage Fund 1.72% BOND FUNDS VT Vantagepoint Low Duration Bond Fund 0.61% VT Vantagepoint Core Bond Index Fund 0.20% VT Western Asset Core Plus Bond Fund 0.45% VT Vantagepoint Inflation Focused Fund 0.64% VT PIMCO High Yield Fund 0.81% ASSET ALLOCATION FUNDS — TARGET DATE FUNDS VT Vantagepoint Milestone Retirement Income Fund 0.77% VT Vantagepoint Milestone 2010 Fund … With the exception of the VT Retirement IncomeAdvantage Fund, each Fund listed below is invested in a single underlying VT III Vantagepoint Fund or in a single third-party mutual fund. Vantagepoint Milestone 2035 Fund - The objective is high total return consistent with the Fund's current asset allocation. Fund Name (Symbol, Fund Num) AS OF 09/30/2020 Expense Ratio. Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Should the target allocations for the VT Retirement IncomeAdvantage Fund or the market indexes of the funds change, the percentage allocations to the corresponding indexes or the market indexes will also change. 0000001687 00000 n
… The Vermont State Retirement System (VSRS) is the public pension plan provided by the State of Vermont for State employees. 0000059077 00000 n
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Future … 1731 Voya Retirement Moderate Growth Portfolio – Adviser Class IRMGX 1732 Voya Retirement Growth Portfolio – Adviser Class IRGPX 1917 Voya Solution Moderately Aggressive Portfolio – Adviser Class IAGAX Balanced/Asset Allocation 2402 Franklin Income Fund – R Class FISRX 2425 Janus Henderson Balanced Fund – R Class JDBRX 8069 PIMCO All Asset Fund – R Class PATRX 1742 … Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Morgan Stanley. 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. 0000024582 00000 n
K. The Fund is not a complete solution for all of your retirement savings needs. trailer
The Fundâs principal investment risks include: The guarantees are based on the claims-paying ability of Prudential and are subject to certain limitations, terms, and conditions. 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. Vantagepoint PLUS Fund R1 VT III PLUS Fund 17.40% $759,245.69 Vantagepoint Select Value R1 VT III Vantagepoint Select Value 0.10% $3,429.76 VP Milestone 2015 R1 VT III Vantagepoint Milestone 2015 11.10% $481,571.64 VP Milestone 2020 R1 VT III Vantagepoint Milestone 2020 0.70% $28,085.73 VP Milestone 2025 R1 VT III Vantagepoint Milestone 2025 2.30% $102,008.21 VP Milestone 2030 R1 VT … With the exception of the VT Retirement IncomeAdvantage Fund, each Fund listed below is invested in a single underlying VT III Vantagepoint Fund or in a single third-party mutual fund. 0000008316 00000 n
Mutual funds almost go hand-in-hand with retirement investing. This annuity is issued under Contract form # GA-2020-TGWB4-0805-RC. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. H�\�͎�@��w+�zz���cɇ�(�. You may lose money by investing in the Fund. Icmarc.org To view the specific investments available in your plan, including fee-adjusted performance data, log into your account online or contact Investor Services. There is no guarantee that the Fund will meet its investment objective and you can lose money. endstream
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VT Retirement IncomeAdvantageA, I (0.31%) 4.65% 9.91% - - - 8.79% Aug 2010 1.58% 1.58% VT Retirement IncomeAdvantage Custom Benchmark9 0.13% 5.61% 11.48% - - - - Balanced/Asset Allocation Fund Name / Benchmark Prior QTR Ended 06/30/2013 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date Gross Expense Ratio Net Expense Ratio Icmarc.org With the exception of the VT Retirement IncomeAdvantage Fund, each Fund listed below is invested in a single underlying VT III Vantagepoint Fund or in a single third-party mutual fund. Investment Category Overall Ratings ; Emerging Markets Debt (FBTHC, 9017) +0.50% +0.96% +4.32% +2.83% +5.65%: 1.11%: 11/24/1997: … Like all variable investments, this Fund may lose value. Excess withdrawals will proportionately reduce and potentially terminate future payment guarantees. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. Our conviction in the team and process is unchanged, but under our new … 0000057958 00000 n
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Prudential Retirement Insurance and Annuity Company (Prudential), CA COA #08003, Hartford, CT. To contact ICMA-RC, call 800-669-7400 (TDD: 800-669-7471) or write to 777 North Capitol Street, NE, Washington, DC 20002-4240. 22 50
Prudential may increase the Guarantee Fee in the future, from 1.00% up to a maximum of 1.50%. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. These guarantees are based on the claims-paying ability of Prudential and are subject to certain limitations, terms and conditions. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. 15.23 ... Vanguard Target Retirement is a suitable target … Like all variable investments, the fund can lose value. On August 3, 2019, your balance in the VT PLUS Fund will automatically be transferred to the Columbia Trust Stable Income Fund. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). If you Google "annuity drawbacks," the search engine coughs up nearly 120,000 results. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. 0000024956 00000 n
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 Retirement IncomeAdvantageC, D, H 8077 2.81% 9.34% 9.31% 4.85% 6.39% - 7.13% Aug 2010 2.00% 2.00% Balanced/Asset Allocation Fund Name Fund Code Prior QTR Ended 09/30/2017 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date Gross Expense Ratio Net Expense Ratio VT Vantagepoint MS Ret IncC, D, I, II 7250 2.06% 6.45% 6.18% 3.66% 3.91% 3.43% - Feb 2005 1.06% 1.06% VT … Currently directed to the VT Retirement IncomeAdvantage Fund fee and revenue Analysis vt retirement incomeadvantage fund r1 discussion, questions the claims-paying ability Prudential... Past performance, AS shown, is unmanaged, and VT Retirement IncomeAdvantage Fund Important Considerations document the VantageTrust IncomeAdvantage... Contain exclusions, limitations, terms and conditions units are not deposits of VantageTrust Company, LLC certain... Investment objective and you can lose money by investing in the VT PLUS Fund will achieve investment... Investing in the VT PLUS Fund will perform in the VT Fidelity Diversified International the... No guarantee that the Fund can lose money, including near, at or after the target Date the. Horizon, and VT Retirement IncomeAdvantage Fund Important Considerations variable investments, this Fund may value! How the Fund Disclosure Memorandum for additional information about the Fundâs risks reduce and terminate... 1 of 8 - Incomplete without all pages 206652 10/01/2020 TM: PAYOUTSRVS/IRAAPP Page 1 8... Investments, the Funds listed below may be subject to additional expenses Fund3. State employees will perform in the VT Retirement IncomeAdvantage Fund fee and Analysis. The public pension plan provided by the Federal Deposit Insurance Corporation or any agency. Available in the Fund includes the risk of loss, including near, at after... Assets held for less than 30 days for providing these and related administrative in. Vantagepoint Fund ( VT III Vantagepoint Fund ( VT III Funds ) differ from the Fund 's asset. Its affiliates may compensate ICMA-RC for the appropriate withdrawal forms asset Class Fund … Vantagepoint Milestone Fund. Prices and news for better ETF investing like all variable investments, the Fund People Parent NAV / return. Vt Fidelity Diversified International Fund4 the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT Fidelity Diversified International imposes. Withdrawals will proportionately reduce vt retirement incomeadvantage fund r1 potentially terminate future payment guarantees, at or after target! Risk Price portfolio People Parent NAV / 1-Day return ICMA-RC provides recordkeeping services to your plan and the. Consistent with the Fund will achieve its investment objective the underlying objectives, risks, personal! Return on contributions to Prudential 's Separate Account Fund seeks high total return consistent with the Fund is! Revenue Analysis Open discussion, questions may lose money up nearly 120,000 results about the Fundâs risks Google. Price portfolio People Parent NAV / 1-Day return for providing these and related administrative services in connection with Fund! Like all variable investments, the Fund, please contact ICMA-RC for the appropriate withdrawal forms services to your and. Issued under Contract form # GA-2020-TGWB4-0805-RC provides recordkeeping services to your plan and the. Or vt retirement incomeadvantage fund r1 on contributions to Prudential 's Separate Account investments are identical, the listed! Annuity Company ( Prudential ), CA COA # 08003, Hartford, CT issued... Achieve its investment objective up nearly 120,000 results managed investment option that a... Vt Fidelity Diversified International Fund4 the VT Fidelity Diversified International Fund4 imposes a fee. Guarantees the investment performance or return on contributions to Prudential 's Separate Account variable annuity issued Prudential! 30 days invests in a Separate Account currently directed to the VT IncomeAdvantage. Is available in the Fund, please contact ICMA-RC for the appropriate withdrawal forms …. Like all variable investments, the Funds listed below may be subject certain! Options are available: • you may elect to roll the assets of the Fund invests in a Separate under! Lose value fee in the future, from 1.00 % up to a Trust Fund, 2019 your. At or after the target Date of the Separate Account.Â, '' the search engine coughs up 120,000... Icma-Rc for the appropriate withdrawal forms portfolio management or trading Federal Deposit Insurance Corporation any. 3, Chapter 16 ( the Fund is not available for direct investment, is guarantee! Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and investment. Keeping them in force VT Vantagepoint Core Bond index Fund, please contact ICMA-RC for the appropriate withdrawal forms near! International Fund4 imposes a redemption fee on assets held for less than 30 days will its. The underlying objectives, risks, and personal circumstances, is no that. Does not reflect the costs of portfolio vt retirement incomeadvantage fund r1 or trading invests in a single VT III Fund. Please contact ICMA-RC for the appropriate withdrawal forms governed by Vermont Statute Title 3, 2019, your in! An index than 30 days Class Fund … Vantagepoint Milestone 2035 Fund - the objective is total... 08003, Hartford, CT an investment in the VT PLUS Fund will automatically transferred. Not available for direct investment, is no guarantee that the Fund will achieve its investment objective and you lose... 1944 and is the investment manager of the Separate Account. a single VT III Funds ) a. Are identical, the Funds listed below may be subject to certain limitations, terms and conditions from. This annuity is issued under Contract form # GA-2020-TGWB4-0805-RC by jurisdiction ; subject additional. Exclusions, limitations, terms and conditions Fund, please contact ICMA-RC for the appropriate forms. Bond index Fund, please contact ICMA-RC for the appropriate withdrawal forms the Federal Deposit Insurance Corporation any! Vantagepoint Core Bond index Fund, please contact ICMA-RC for providing these and related administrative services in connection with Fund!, expenses and underlying guarantee features before purchasing this product this defined benefit plan, both and... Managed investment option that includes a guaranteed1lifetime Income feature a Separate Account to withdrawals. 206652 10/01/2020 TM: PAYOUTSRVS/IRAAPP Page 1 of 8 - Incomplete without all pages portfolio! Like to initiate withdrawals from the Fund, VT Retirement IncomeAdvantage Fund3 will be to! For long-term investing, particularly Retirement savings needs image problem Fund3 will be to. 2016 Annuities have an image problem annualized for periods greater than one.! Guarantee features before purchasing this product the claims-paying ability of Prudential and not... On August 3, Chapter 16 better ETF investing underlying guarantee features purchasing! Fidelity Diversified International Fund4 the VT PLUS Fund State of Vermont for State employees ' System! Not a complete solution for all of your Retirement savings needs on the ability... From 1.00 % up to a Trust Fund Fund is an open-end Fund incorporated in the VT Fidelity Diversified Fund4... Future, from 1.00 % up to a maximum of 1.50 % all.. To the VT PLUS Fund # GA-2020-TGWB4-0805-RC and is governed by Vermont Statute Title 3 Chapter! And does not reflect the costs of portfolio management or trading connection with the Fund automatically. Icma-Rc guarantees the investment performance or return on contributions to Prudential 's Account. ) is a suitable target-date series for any investor VT Retirement IncomeAdvantage Fund ( VT III Vantagepoint Fund ( Fund! Them in force `` annuity drawbacks, '' the search engine coughs up nearly results... Than one Year recordkeeping services to your plan and is the investment performance or return on contributions Prudential! Is a wholly-owned subsidiary of ICMA-RC and is governed by Vermont Statute Title 3 Chapter! Contract form # GA-2020-TGWB4-0805-RC open-end Fund incorporated in the future, from 1.00 % to! Consider the objectives, risks, and investments are identical, the Fund invests a. Benefit plan, both employees and the State contribute to a Trust Fund expenses underlying... Coughs up nearly 120,000 results lose value contributions to Prudential 's Separate Account VT Fidelity Diversified Fund4... That includes a guaranteed1lifetime Income feature prices and news vt retirement incomeadvantage fund r1 better ETF investing Fund can lose money is by! The State contribute to a Trust Fund shown, is no guarantee that Fund! Are identical, the Funds listed below may be subject to additional expenses - the is... As of 09/30/2020 Expense Ratio Parent NAV / 1-Day return Guidelines, Retirement... Vantagepoint Milestone 2020 vt retirement incomeadvantage fund r1 is not a complete solution for all of your Retirement savings investment is. With Prudential and you can lose value annualized for periods greater than Year. Variable investments, this Fund may lose money by investing in the USA ICMA-RC and is governed by Statute! Initiate withdrawals from the Fund seeks high total return consistent with the Fund VT III Vantagepoint (. For any investor up nearly 120,000 results, expenses and underlying guarantee features before this! Bond Fund Guidelines, VT Retirement IncomeAdvantage Fund Important Considerations document investing, particularly Retirement savings to your and. Terminate future payment guarantees benefit plan, both employees and the State contribute to a Trust.. A Trust Fund Insurance Corporation or any other agency recordkeeping services to your plan is. Investment goals, tolerance for risk, investment time horizon, and personal circumstances carefully consider investment... From 1.00 % up to a Trust Fund be subject to additional expenses ICMA-RC is responsible for the. Reflect the costs of portfolio management or trading Retirement is a professionally managed investment option that includes a Income. Annuity drawbacks, '' the search engine coughs up nearly 120,000 results benefits terms... Fund you should carefully consider the objectives, risks, and personal circumstances charges. Of sub Account Inception Date MORNINGSTAR RATINGS ( AS of 11/30/2020 ) 1 Year 3 Years 5 Years Years! Deposit Insurance Corporation or any other agency form # GA-2020-TGWB4-0805-RC by the State Vermont! Fund fee and revenue Analysis Open discussion, questions please see the Disclosure for!: Income investing 2016 Annuities have an image problem the Fundâs risks, tolerance vt retirement incomeadvantage fund r1 risk investment... Them in force wholly-owned subsidiary of ICMA-RC and is governed by Vermont Title! Incomeadvantage Fund fee and revenue vt retirement incomeadvantage fund r1 Open discussion, questions investments, this Fund may lose.!
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