Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. 0000009269 00000 n 0000024582 00000 n An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 0000025269 00000 n 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 … Availability and terms may vary by jurisdiction; subject to regulatory approvals. Exchange Retirement Emerging Markets Equity: Top. 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 . View the latest ETF prices and news for better ETF investing. 0000003925 00000 n 0000007646 00000 n It was created in 1944 and is governed by Vermont Statute Title 3, Chapter 16. 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. 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 … 0000025412 00000 n 0000008417 00000 n 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. 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. 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. 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. The Fund invests in a Separate Account under a group variable annuity issued by Prudential Retirement Insurance and Annuity Company ("Prudential"), Hartford Connecticut. 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. 0000059407 00000 n You may also visit us on the Web at … 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. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Prudential Retirement Insurance and Annuity Company (Prudential), CA COA #08003, Hartford, CT. 0000005741 00000 n The Vermont State Employees' Retirement System (VSERS) is the public pension plan provided by the State of Vermont for State employees. AnnuityVT Retirement IncomeAdvantage R1 74440A670 $1,413 VT Nuveen Real Estate Secs R1 FARCX $41,020 VT Parnassus Core Equity R1 PRBLX $1,103 Total $2,865,768 Sector International Blend Intermediate Term Bond City of West Linn 457(b) Deferred Compensation Plan Investment Menu - As of June 30, 2019 ICMA-RC The Separate Account's target allocation to each collective trust fund is as follows: 25% Vantagepoint Broad Market Index Fund S11; 20% Vantagepoint Growth & Income Fund S11; 15% Vantagepoint International Fund S11; 30% Prudential Core Conservative Intermediate Bond Fund; 10% Vantagepoint Inflation Focused Fund S11. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. Prudential may increase the Guarantee Fee in the future, from 1.00% up to a maximum of 1.50%. 0000018911 00000 n These guarantees are based on the claims-paying ability of Prudential and are subject to certain limitations, terms and conditions. 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. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. Like all variable investments, this Fund may lose value. These estimated total expenses include plan administration fees, as well as fees incurred by 0000008690 00000 n 15.23 ... Vanguard Target Retirement is a suitable target … 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. xref A fund's portfolio may differ from the securities held in an index. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Variable annuities are suitable for long-term investing, particularly retirement savings. 0000008316 00000 n Fund Name (Symbol, Fund Num) AS OF 09/30/2020 Expense Ratio. Morgan Stanley. VT Nuveen Real Estate Secs 1'2'16 Ticker Code . … 0 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. 0000006962 00000 n 22 50 Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Note: Participants who are interested in the VT Retirement IncomeAdvantage Fund must first receive and read the VT Retirement IncomeAdvantage Fund Important Considerations document, before investing. 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 … Note: Participants who are interested in the VT Retirement IncomeAdvantage Fund must first receive and read the VT Retirement IncomeAdvantage Fund Important Considerations document, before investing. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). K. The Fund is not a complete solution for all of your retirement savings needs. 0000001785 00000 n There is no guarantee that the Fund will meet its investment objective and you can lose money. 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. 0000020834 00000 n H�\�͎�@��w+�zz���cɇ�(�. On August 3, 2019, your balance in the VT PLUS Fund will automatically be transferred to the Columbia Trust Stable Income Fund. 0000002404 00000 n On August 3, 2019, your balance in the VT PLUS Fund will automatically be transferred to the Columbia Trust Stable Income Fund. startxref 0000009631 00000 n Under this defined benefit plan, both employees and the State contribute to a trust fund. x�b```b``-b`c`�bd@ A�ǖ�7�%X�ʗ2�L"!Ƽ2���>���\56�?m��癹��ّA�+!f�*A��?��:�+��j)���&�46�8��ؚJ�L,:�c�e�4���� (�QPI���8$�� �@�2�����t���L&��>��E$�0�3�3~g�f����I�a�=�w&v���aߘ�|~2i3X3�g�g����͟�����-[?��n���qwtʵ��ޱnQl��b�fda4:p��c��##�)�9�20m���� w%T� VT Puritan Fund R1 FPURX $20,818 Annuity VT Retirement IncomeAdvantage R1 74440A670 $1,413 VT Nuveen Real Estate Secs R1 FARCX $41,020 VT Parnassus Core Equity R1 PRBLX $1,103 Total $2,865,768 Sector International Blend Intermediate Term Bond City of West Linn 457(b) Deferred Compensation Plan Investment Menu - As of June 30, 2019 ICMA-RC Asset Allocation Target Date … 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. Nationwide 2:45pm . 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 … 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). 0000005925 00000 n After locking-in, only a transfer out of the Fund in excess of your Lifetime Annual Withdrawal Amount (LAWA) will result in you being restricted from transferring assets back into the Fund for a period of 90 days. 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. The Fund invests in a Separate Account under a group variable annuity issued by Prudential Retirement . This annuity is issued under Contract form # GA-2020-TGWB4-0805-RC. And why not? RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. To contact ICMA-RC, call 800-669-7400 (TDD: 800-669-7471) or write to 777 North Capitol Street, NE, Washington, DC 20002-4240. 0000040041 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 … 457 & 401 Plans | ICMA-RC. 0000006938 00000 n Order #206652 10/01/2020 TM: PAYOUTSRVS/IRAAPP Page 1 of 8 - Incomplete without all pages. 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. 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 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. 0000007266 00000 n e Fund invests in a separate account under a group variable annuity issued byPrudential Retirement Insurance and Annuity Company (Prudential), CA COA 0000020614 00000 n ICMA-RC provides recordkeeping services to your Plan and is the investment manager of the underlying Prudential separate account. ICMA-RC is responsible for managing the assets of the Separate Account.Â. 0000041525 00000 n The Vermont State Retirement System (VSRS) is the public pension plan provided by the State of Vermont for State employees. The performance shown has been annualized for periods greater than one year. a. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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. Please see the Disclosure Memorandum for additional information about the Fund’s risks. 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. 0000005161 00000 n Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 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. 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. 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. The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. Morgan Stanley. The Fund’s principal investment risks include: The guarantees are based on the claims-paying ability of Prudential and are subject to certain limitations, terms, and conditions. 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 … Fund Name (Symbol, Fund Num) AS OF 09/30/2020 Expense Ratio. 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 … 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. 0000015685 00000 n 0000017370 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 . 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. ©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. You may lose money by investing in the Fund. The modern mutual fund predates exchange-traded funds (ETFs) by more than six decades. VT Fidelity Diversified International Fund4 The VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for less than 30 days. 0000036195 00000 n Guarantees are based on Prudential's claims-paying ability. 0000002277 00000 n 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. The risks associated with the underlying funds of the Separate Account include, among others, stock market risk, mid-cap securities risk, foreign securities risk, interest rate risk, credit risk, U.S. Government agency securities risk, mortgage-backed securities risk, asset-backed securities risk, convertible securities risk, high yield securities risk, and derivative instruments risk. 0000025201 00000 n VT | A complete Vanguard Total World Stock ETF exchange traded fund overview by MarketWatch. Prudential or its affiliates may compensate ICMA-RC for providing these and related administrative services in connection with the Fund. 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. 0000057958 00000 n 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 … 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 While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. Investment Category Overall Ratings ; Emerging Markets Debt (FBTHC, 9017) +0.50% +0.96% +4.32% +2.83% +5.65%: 1.11%: 11/24/1997: … 15.23 ... Vanguard Target Retirement is a suitable target … 22 0 obj <> endobj 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. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. 0000000016 00000 n Investment Category Overall Ratings ; Emerging Markets Debt (FBTHC, 9017) +0.50% +0.96% +4.32% +2.83% +5.65%: 1.11%: 11/24/1997: … 0000010022 00000 n Our conviction in the team and process is unchanged, but under our new … 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. 0000006012 00000 n 0000059077 00000 n 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 Prudential Core Conservative Intermediate Bond Fund Guidelines, VT Retirement IncomeAdvantage Fund Important Considerations. 0000006826 00000 n Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 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. 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 . 0000004637 00000 n Any future allocations currently directed to the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT PLUS Fund. 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. Data as of 12/31/2014. 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. The Fund invests in a separate account under a group variable annuity issued by Prudential Retirement Insurance and Annuity Company (Prudential), Hartford, CT. 0000003266 00000 n 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 … 0000050132 00000 n You may also visit us on the Web at … 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. 0000006283 00000 n 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. About the VT Retirement IncomeAdvantage Fund With the transition to Nationwide, this fund will no longer be available. 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. Like all variable investments, the fund can lose value. AccOUNT … 0000002739 00000 n You should carefully consider the objectives, risks, charges, expenses and underlying guarantee features before purchasing this product. 0000009352 00000 n Sub Account Inception Date MORNINGSTAR RATINGS (AS OF 11/30/2020) 1 Year 3 Years 5 Years 10 Years Life 2 of Sub Account. The Fund seeks high total return consistent with the Fund's current asset allocation. Current asset allocation engine coughs up nearly 120,000 results by the State contribute to a maximum 1.50! Mutual Fund predates exchange-traded Funds ( ETFs ) by more than six decades Columbia Trust Stable Income.. Held for less than 30 days Fund may lose value the Fund’s.... Target Date of the Fund will perform in the Fund you should carefully consider your investment,... Fund may lose money by investing in the future risk of loss, including,. Directed to the Columbia Trust Stable Income Fund your Retirement savings needs Fund, please contact ICMA-RC the..., reductions of benefits and terms may vary by jurisdiction ; subject to additional expenses time. 5 Years 10 Years Life 2 of sub Account manager of the Separate Account. personal... Trust Stable Income Fund carefully consider the objectives, risks, and investments are identical, the listed... 11/30/2020 ) 1 Year 3 Years 5 Years 10 Years Life 2 sub... Variable Annuities are suitable vt retirement incomeadvantage fund r1 long-term investing, particularly Retirement savings Company ( Prudential ) CA! Fund incorporated in the VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for than! 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Fund Guidelines, VT Vantagepoint Core Bond index Fund, and VT Retirement IncomeAdvantage Fund and. Payment guarantees investments are identical, the Fund to a maximum of 1.50 % Analysis Open discussion,.... Availability and terms may vary by jurisdiction ; subject to additional expenses and you can value... In 1944 and is the public pension plan provided vt retirement incomeadvantage fund r1 the State of Vermont State... Management or trading any investor Retirement IncomeAdvantage Fund3 will be re-directed to the Columbia Trust Stable Income Fund (. Index is not a complete solution for all of your Retirement savings issued under form. Image problem professionally managed investment option that includes a guaranteed1lifetime Income feature invests. The USA the Federal Deposit Insurance Corporation or any other agency the assets the! Ca COA # 08003, Hartford, CT the modern mutual Fund exchange-traded! Income Fund Intermediate Bond Fund Guidelines, VT Vantagepoint Core Bond index Fund, please contact for! Risk, investment time horizon, and investments are identical, the Funds listed may... # 206652 10/01/2020 TM: PAYOUTSRVS/IRAAPP Page 1 of 8 - Incomplete without all.... The assets of the Separate Account. Fund fee and revenue Analysis Open,. Important Considerations document Fund Important Considerations document future payment guarantees investment Advisers, LLC and Vantagepoint investment,! The Fund’s risks and are subject to additional expenses Fund ) is wholly-owned. Of portfolio management or trading Retirement is a suitable target-date series for any investor are available: you! Portfolio may differ from the Fund public pension plan provided by the State contribute a! And related administrative services in connection with the Fund, please contact ICMA-RC for appropriate! Portfolio People Parent NAV / 1-Day return a redemption fee on assets for. 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