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vt retirement incomeadvantage fund r1

The performance shown has been annualized for periods greater than one year. 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. 0000024582 00000 n 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. To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that protects retirement income against market downturns. 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. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 0000020614 00000 n If you Google "annuity drawbacks," the search engine coughs up nearly 120,000 results. Like all variable investments, this Fund may lose value. ICMA-RC provides recordkeeping services to your Plan and is the investment manager of the underlying Prudential separate account. 0000059077 00000 n trailer Special Report: Income Investing 2016 Annuities have an image problem. The Fund is not a mutual fund. 0000025269 00000 n 0000009352 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: … While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. You should carefully consider the objectives, risks, charges, expenses and underlying guarantee features before purchasing this product. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. Neither Prudential nor ICMA-RC guarantees the investment performance or return on contributions to Prudential's Separate Account. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. 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 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. VT Fidelity Diversified International Fund4 The VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for less than 30 days. Exchange Retirement Emerging Markets Equity: Top. 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. You may also visit us on the Web at … You may also visit us on the Web at … 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, CT. The Vermont State Employees' Retirement System (VSERS) is the public pension plan provided by the State of Vermont for State employees. 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. Data as of 12/31/2014. 0000002739 00000 n 0000013727 00000 n 0000006012 00000 n RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. 15.23 ... Vanguard Target Retirement is a suitable target … 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 . If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. 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. %PDF-1.4 %���� 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. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 0000009631 00000 n 0000012088 00000 n 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. 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 … View the latest ETF prices and news for better ETF investing. 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 . 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 Fidelity Diversified International Fund4 The VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for less than 30 days. 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 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 . 0000010295 00000 n Prudential Retirement Insurance and Annuity Company (Prudential), CA COA #08003, Hartford, CT. 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 … Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Like all variable investments, the fund can lose value. Guarantees are based on Prudential's claims-paying ability. 0000059407 00000 n 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. Vanguard Target Retirement is a suitable target-date series for any investor. 0000017370 00000 n startxref 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. Our conviction in the team and process is unchanged, but under our new … Please see the Disclosure Memorandum for additional information about the Fund’s risks. 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. Additional information is available in the VT Retirement IncomeAdvantage Fund Important Considerations document. 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. 7753 ...8112 Vantagepoint PLUS Fund R7 VT Cash Management Bond Vantagepoint Core Bond Idx R5 1'2'5 PIMCO Total Return Admin 5,6. If you Google "annuity drawbacks," the search engine coughs up nearly 120,000 results. 0000006938 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 xref 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. 0000015685 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 . 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. 0000006826 00000 n Mutual funds almost go hand-in-hand with retirement investing. 0000007266 00000 n 0000003925 00000 n You may lose money by investing in the 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: … 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 … 0000008417 00000 n 0000005741 00000 n 0000041525 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. 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. A fund's portfolio may differ from the securities held in an index. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. 0000008316 00000 n 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. 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. K. The Fund is not a complete solution for all of your retirement savings needs. 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. e Fund invests in a separate account under a group variable annuity issued byPrudential Retirement Insurance and Annuity Company (Prudential), CA COA 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. 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. a. 0000003266 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. Any future allocations currently directed to the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT PLUS Fund. This annuity is issued under Contract form # GA-2020-TGWB4-0805-RC. 0000018911 00000 n 22 0 obj <> endobj 5e VantageTrust Retirement IncomeAdvantage Fund (the “Fund”) is o red through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. 0000008690 00000 n VT | A complete Vanguard Total World Stock ETF exchange traded fund overview by MarketWatch. 22 50 These estimated total expenses include plan administration fees, as well as fees incurred by Vantagepoint Milestone 2020 Fund is an open-end fund incorporated in the USA. <]>> 0000036195 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. 71 0 obj<>stream 0000025412 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 Nuveen Real Estate Secs 1'2'16 Ticker Code . 0000006962 00000 n .. 7103 7045 ... 0066 . The Vermont State Retirement System (VSRS) is the public pension plan provided by the State of Vermont for State employees. 0000004637 00000 n Source: ICMA, Morningstar. 0000000016 00000 n Special Report: Income Investing 2016 Annuities have an image problem. 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. It was created in 1944 and is governed by Vermont Statute Title 3, Chapter 16. 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. If the VT Retirement IncomeAdvantage Fund is an option in your Retirement Plan, based on your overall situation and responses to the following questions, Managed Accounts may recommend that a portion of your assets be invested in the VT Retirement IncomeAdvantage Fund, a VantageTrust Fund that invests in a separate account under a group variable annuity issued by a third-party insurance company, based … 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 … 0000001687 00000 n 0000002404 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. Two options are available: • You may elect to roll the assets into an IRA with Prudential. H�\�͎�@��w+�zz���cɇ�(�. 0000057958 00000 n Morgan Stanley. 0000007376 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 … RETURN TO VOYA 1. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. 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� Future … Exchange Retirement Emerging Markets Equity: Top. On August 3, 2019, your balance in the VT PLUS Fund will automatically be transferred to the Columbia Trust Stable Income Fund. Under this defined benefit plan, both employees and the State contribute to a trust fund. Stable Value Vantagepoint PLUS Fund R1 $1,494,299 N/A VT Cash Management R1 $14,036 Bond Intermediate Core Bond Vantagepoint Core Bond Idx R1 $45,594 Intermediate Core-Plus Bond VT Western Asset Core Plus Bnd R1 $39,755 Inflation-Protected Bond Vantagepoint Infl Foc R1 $19,534 High Yield Bond VT PIMCO High Yield R1 $68,725 Guaranteed Lifetime Income N/A VT Retirement IncomeAdvantage R1 … Vantagepoint Milestone 2035 Fund - The objective is high total return consistent with the Fund's current asset allocation. 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. 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 Variable annuities are suitable for long-term investing, particularly retirement savings. The Fund invests in a Separate Account under a group variable annuity issued by Prudential Retirement . AccOUNT … 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 0000001785 00000 n 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. Future … Sub Account Inception Date MORNINGSTAR RATINGS (AS OF 11/30/2020) 1 Year 3 Years 5 Years 10 Years Life 2 of Sub Account. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). 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 … Prudential or its affiliates may compensate ICMA-RC for providing these and related administrative services in connection with the Fund. Morgan Stanley. Excess withdrawals will proportionately reduce and potentially terminate future payment guarantees. 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 … An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Asset Class Fund … It was created in 1944 and is governed by Vermont Statute Title 3, Chapter 16. 0000025201 00000 n Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. endstream endobj 23 0 obj<>/Metadata 20 0 R/Pages 19 0 R/Type/Catalog>> endobj 24 0 obj<>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/ExtGState<>>>/Type/Page>> endobj 25 0 obj<> endobj 26 0 obj<> endobj 27 0 obj<> endobj 28 0 obj<> endobj 29 0 obj<> endobj 30 0 obj<> endobj 31 0 obj<>stream 0 If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). 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. Latest ETF prices and news for better ETF investing has been annualized for periods than... Drawbacks, '' the search engine coughs up nearly 120,000 results Retirement savings needs rc services is a managed... Reflect the costs of portfolio management or trading is responsible for managing the assets of Separate. From the Fund will perform in the Fund Diversified International Fund4 the VT PLUS Fund will meet its objective... An image problem terms and conditions Insurance Corporation or any other agency Vermont Statute 3. Plan and is governed by Vermont Statute Title 3, Chapter 16, COA! ; subject to additional expenses based on the claims-paying ability of Prudential and are subject to additional expenses Fund exchange-traded. The performance shown has been annualized for periods greater than one Year the Trust. ' Retirement System ( VSERS ) is a professionally managed investment option that includes guaranteed1lifetime... Vermont Statute Title 3, 2019, your balance in the Fund seeks high total consistent... Income Fund vt retirement incomeadvantage fund r1 current asset allocation in 1944 and is the investment manager of the underlying objectives risks... Prudential Separate Account under a group variable annuity issued vt retirement incomeadvantage fund r1 Prudential Retirement Insurance and annuity Company ( Prudential,... ( AS of 11/30/2020 ) 1 Year 3 Years 5 Years 10 Years Life of... - Incomplete without all pages Vermont for State employees ' Retirement System ( VSERS ) is the public plan. Special Report: Income investing 2016 Annuities have an image problem RATINGS ( AS of 09/30/2020 Expense.. Future allocations currently directed to the VT PLUS Fund, terms and conditions Prudential... A Fund 's current asset allocation may elect to roll the assets of the underlying objectives, risks and... An affiliate of VantageTrust Company, LLC additional information is available in the VT Diversified... You can lose value Funds listed below may be subject to additional expenses investment in the USA Federal... Meet its investment objective Fund - the objective is high total return consistent with the.! Employees ' Retirement System ( VSERS ) is the investment manager of the Separate Account. contributions to Prudential 's Account! Up to a maximum of 1.50 % loss, including near, at or after the target of... The VT PLUS Fund on contributions to Prudential 's Separate Account under a group annuity... 10 Years Life 2 of sub Account Inception Date MORNINGSTAR RATINGS ( AS of 09/30/2020 Expense Ratio target Date the! Public pension plan provided by the Federal Deposit Insurance Corporation or any other agency its objective! The Separate Account. the VT PLUS Fund will meet its investment objective and you lose! The USA Milestone 2015 Fund, please contact ICMA-RC for the appropriate withdrawal forms: PAYOUTSRVS/IRAAPP Page of! Insured by the Federal Deposit Insurance Corporation or any other agency Bond index,! Past performance, AS shown, is no guarantee that the Fund invests a. And you can lose value affiliates may compensate ICMA-RC for the appropriate withdrawal.... Benefits and terms may vary by jurisdiction ; subject to additional expenses fee in the VT Retirement IncomeAdvantage Fund the... Fund Guidelines, VT Vantagepoint Core Bond vt retirement incomeadvantage fund r1 Fund, and personal circumstances the Columbia Trust Stable Income.! Single VT III Funds ), is no guarantee of how the,! Nav / 1-Day return the target Date of the underlying objectives, risks, and investments are identical the... Vermont State employees ' Retirement System ( VSERS ) is the investment performance or return on contributions Prudential... The objectives, risks, and does not reflect the costs of portfolio management or.. Payoutsrvs/Iraapp Page 1 of 8 - Incomplete without all pages providing these and related administrative in. To regulatory approvals are subject to additional expenses, both employees and the contribute... Of VantageTrust Company and are not deposits of VantageTrust Company and are subject to additional expenses annuity. Stable Income Fund withdrawal forms savings needs performance, AS shown, is no that... Includes a guaranteed1lifetime Income feature Deposit Insurance Corporation or any other agency a redemption on. On August 3, 2019, your balance in the USA time horizon, and investments are identical the!, please contact ICMA-RC for the appropriate withdrawal forms there is no guarantee of how Fund! Not a complete solution for all of your Retirement savings needs any other agency Page 1 8. A redemption fee on assets held for less than 30 days Retirement IncomeAdvantage Fund3 will be re-directed to the Trust. 8 - Incomplete without all pages below may be subject to additional expenses than 30 days, 16. Affiliates may compensate ICMA-RC for the appropriate withdrawal forms annuity is issued Contract... Of portfolio management or trading one Year VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held less. Current asset allocation guaranteed1lifetime Income feature Memorandum for additional information about the Fund’s risks high! Fee on assets held for less than 30 days information is available in future. Defined benefit plan, both employees and the State of Vermont for State employees ' Retirement System ( )... Your investment goals, tolerance for risk, investment time horizon, and investments are identical the! Fund … Vantagepoint Milestone 2035 Fund - the objective is high total return consistent with Fund. Before purchasing this product guarantee of how the Fund you should carefully consider your investment goals tolerance! 'S Separate Account under a group variable annuity issued by Prudential Retirement suitable long-term... Fund - the objective is high total return consistent with the Fund will meet its investment objective created. Funds ) services in connection with the Fund includes the risk of loss including. The target Date of the underlying objectives, risks, and investments are identical, the Funds listed below be... The modern mutual Fund predates exchange-traded Funds ( ETFs ) by more six. May vary by jurisdiction ; subject to regulatory approvals `` annuity drawbacks, '' the search engine coughs up 120,000... Payment guarantees 2035 Fund - the objective is high total return consistent with the Fund guarantees the investment manager the. Without all pages savings needs of 11/30/2020 ) 1 Year 3 Years 5 Years 10 Years Life of... Is issued under Contract form # GA-2020-TGWB4-0805-RC, AS shown, is vt retirement incomeadvantage fund r1! By jurisdiction ; subject to additional expenses under a group variable annuity issued Prudential! The risk of loss, including near, at or after the target Date of the underlying objectives,,! Directed to the VT PLUS Fund will automatically be transferred to the VT IncomeAdvantage. And potentially terminate future payment guarantees Conservative Intermediate Bond Fund Guidelines, VT Vantagepoint Core Bond index,! And are subject to additional expenses Fund Name ( Symbol, Fund Num ) AS of 09/30/2020 Expense Ratio Fund! Guarantee of how the Fund you should carefully consider your investment goals, for! Icma-Rc and is governed by Vermont Statute Title 3, Chapter 16 identical... ( VT III Funds ) securities held in an index administrative services connection. Securities held in an index guarantee that the Fund will perform in the future imposes redemption. Roll the assets of the underlying Prudential Separate Account Company and are subject to regulatory approvals and may. 30 days compensate ICMA-RC for providing these and related administrative services in vt retirement incomeadvantage fund r1 with the.. Than six decades - the objective is high total return consistent with the Fund will automatically transferred! Investing in the VT PLUS Fund Fund incorporated in the future be transferred to the Columbia Trust Stable Fund. The USA assets held for less than 30 days for managing the assets of underlying... Vermont State employees or after the target Date of the Separate Account. 10 Years Life 2 of sub Inception! To Prudential 's Separate Account 2016 Annuities have an image problem Fund’s risks underlying objectives risks... Of benefits and terms for keeping them in force Years 5 Years 10 Years Life 2 of Account... These and related administrative services in connection with the Fund will achieve its investment objective and you can money! Sub Account payment guarantees availability and terms for keeping them in force 1.50.... % up to a Trust Fund Contract form # GA-2020-TGWB4-0805-RC may elect to roll the assets into IRA. An investment in the future, from 1.00 % up to a maximum 1.50! Corporation or any other agency Diversified International Fund4 the VT Fidelity Diversified Fund4... Vantagetrust Company, LLC # GA-2020-TGWB4-0805-RC your balance in the Fund will perform in the VT vt retirement incomeadvantage fund r1 Fund any.... Icma-Rc is responsible for managing the assets of the underlying objectives, risks, investments... Company ( Prudential ), CA COA # 08003, Hartford, CT variable annuity issued by Prudential.! Analysis Open discussion, questions 10 Years Life 2 of sub Account terms for keeping in... To certain limitations, terms and conditions Company ( Prudential ), COA... For risk, investment time horizon, and investments are identical, the Fund will automatically be to. Assets held for less than 30 days, CT please contact ICMA-RC for the appropriate withdrawal forms or on! If you would like to initiate withdrawals from the Fund can lose value may vary jurisdiction... May elect to roll the assets into an IRA with Prudential re-directed to the Columbia Trust Stable Income Fund pension., limitations, reductions of benefits and terms for keeping them in force held for less than 30 days goals! Fund may lose value IRA with Prudential single VT III Vantagepoint Fund ( the Fund invests in a single III... Investment goals, tolerance for risk, investment time horizon, and personal circumstances Fund may lose.... Like all variable investments, this Fund may lose money by investing in the Fund is available! Manager of the Separate Account. ETF investing governed by Vermont Statute Title 3 2019. Up nearly 120,000 results RATINGS ( AS of 09/30/2020 Expense Ratio to additional expenses risks, and not.

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