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vt retirement incomeadvantage r5

The actual asset class allocation of the Fund may vary from the neutral target by as much as +/- ten percentage points for the fixed income & stable value and equity classes as a result of VIA’s allocation decisions, performance differences between asset classes of the Fund, or some combination thereof, although the multi-strategy asset class will generally not exceed 7 percentage points of the Fund's total assets. Before investing, consider the investment objectives, risks, charges and expenses of the annuity and its investment options. a. ICMA-RC’s wholly-owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. 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. Sub Account Inception Date MORNINGSTAR RATINGS (AS OF 11/30/2020) 1 Year 3 … The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Interest Rate Risk, Credit Risk, Convertible Securities Risk, High Yield Securities Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Mid-Cap Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 6. This is intended to reduce investment risk as investors move toward and into retirement. 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. County’s 457 and 401(a) retirement plans 1 Prince William County recently announced that Empower Retirement will replace ICMA-RC as the provider handling administrative, recordkeeping, communication, investment and financial education services for Prince William County’s 457 and 401(a) Retirement … The Fund invests in a Separate Account under a group variable annuity issued by Prudential Retirement Insurance ... www.icmarc.org ICMA-RC’s wholly-owned … The performance shown has been annualized for periods greater than one year. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Exchange Retirement Emerging Markets Equity: Top. To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that protects retirement income against market downturns. 31 Francolin. Vantagepoint Infltn Focused R7 1'2'5 vr PIMCO High Yield Guaranteed Lifetime Income VT Retirement IncomeAdvantage Bolonced/Asset Allocation with respect to the VT Retirement IncomeAdvantage Fund, may decrease the likelihood of achieving your retirement goals as calculated by Morningstar. 6,7. Land Size. The Fund invests in a Separate Account under a group variable annuity issued by Prudential Retirement Insurance and Annuity Company ("Prudential"), Hartford Connecticut. R5 Intermediate-Term Bond 0.52% 0.07% 0.45% December 31, 2020 --- --- Vantagepoint Inflation Focused Fund . The Fund is not a complete solution for all of your retirement savings needs. This annuity is issued under Contract form # GA-2020-TGWB4-0805-RC. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. PDF. Prudential Core Conservative Intermediate Bond Fund Guidelines, VT Retirement IncomeAdvantage Fund Important Considerations. 1 Duiker. Excess withdrawals will proportionately reduce and potentially terminate future payment guarantees. In an effort to provide you with the highest quality retirement benefits, City and County of Broomfield is pleased to announce some exciting changes to the investment … Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Vanguard Target Retirement is a suitable target-date series for any investor. Please confirm the number of total eligible participants? 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. You should carefully consider the objectives, risks, charges, expenses and underlying guarantee features before purchasing this product. Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., © 2020 All rights reserved. For this and other information, call Fidelity at 1-800-544-4936 for a free prospectus and, if available, summary prospectus containing this information, or view one online.Read it carefully before you invest. DDFIX | A complete Invesco Diversified Dividend Fund;R5 mutual fund overview by MarketWatch. your Retirement Plan. VT Retirement IncomeAdvantage Fund If your plan offers the VT Retirement IncomeAdvantage Fund (the VT Retirement IncomeAdvantage Fund R5 1: 8077: N/A: 08/23/2010: Balanced/Asset Allocation; Vantagepoint Milestone Retirement Income Fund R9 1, 3, 4: 7250: N/A: Retirement Income : 01/03/2005: Vantagepoint Milestone 2015 Fund R9 1, 3, 4: 7258: N/A: Target Date 2011-2015: 01/03/2005: Vantagepoint Milestone 2020 Fund R9 1, 3, 4: 7259: N/A: Target Date 2016-2020: 01/03/2005: … ©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. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. The neutral targets also do not reflect performance differences between the Fund's asset class allocations that will cause temporary deviations from the neutral targets. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. This includes Social Security retirement benefits and income from retirement accounts. 14. Prudential may increase the Guarantee Fee in the future, from 1.00% up to a maximum of 1.50%. SHARE. In fact, 78% of annuity owners buy them as a source of retirement income, according to FreeAnnuityRates.com. Fund Facts Inception Date: Jan 3, 2005: CUSIP: 92210F810 ... Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). your Retirement Plan. Here are the 10 best cities and towns for retirement in VT. 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. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 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. View mutual fund news, mutual fund market and mutual fund interest rates. About the VT Retirement IncomeAdvantage Fund With the transition to Nationwide, this fund will no longer be available. Morningstar is a registered trademark of Morningstar, Inc. b. It is expected that when a Milestone Fund reaches its landing point it will merge with the Milestone Retirement Income Fund.The asset allocation changes that occur over time as depicted in the accompanying Glide Path are referred to as neutral targets because they do not reflect decisions that may be made by VIA to overweight or underweight a particular asset class based on market or operational factors. VT Vantagepoint Inflation Protected Securities Fund1,4,10.....MT VT PIMCO High Yield Fund 1,4,10.....L2 Guaranteed Lifetime Income Funds VT Retirement IncomeAdvantage Fund1,5.....9I Balanced/Asset Allocation Funds Neither Prudential nor ICMA-RC guarantees the investment performance or return on contributions to Prudential's Separate Account. VT Retirement IncomeAdvantage Great-West SecureFoundation Balanced Institutional* MXCJX PIMCO Low Duration Fund PIMCO Total Return PTTRX ... VT Cash Management R5 Putnam Stable Value PCSV20 VT Milestone Ret Income American Funds 2010 Target Date RFTTX VT Milestone 2015 American Funds 2015 Target Date RFJTX VT Pimco High Yield High Yield PHYAX $96,167 13 9 4 Lifetime Income Fund VT Retirement IncomeAdvantage Income Fund - $437,671 3 1 2 Balanced Fund VT Fidelity Puritan Balanced FPURX $175,322 23 17 6 US Stock Funds VT Vantagepoint 500 Stk Idx Large Blend VPSKX $166,542 33 28 5 VT Vantagepoint Brd Mkt Idx Large Blend VPBMX $298,137 25 18 7 RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Data as of 12/31/2014. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. VT Retirement IncomeAdvantage N/A Great-West SecureFoundation Balanced Institutional* MXCJX ... VT Cash Management R5 N/A Putnam Stable Value PCSV20 ... ICMA Retirement Corporation and Innovest Portfolio Solutions are not affiliated with Empower Retirement, LLC and its affiliates. 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. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 72% fixed income/stable value investments and 28% equity investments. Please check with your employer to make sure you are meeting applicable requirements. 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. 3. Two options are available: • You may elect to roll the assets into an IRA with Prudential. VantageTrust Retirement Income Advantage - R5 74440A696 Qualified Default Investment Alternative - QDIA See QDIA Default Fund Age Chart on Page 4. VT Fidelity Diversified International Fund4 The VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for less than 30 days. There is no guarantee that the Fund will achieve its investment objective. Like all variable investments, the fund can lose value. 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. Asset allocation becomes constant Considerations document Hartford, CT its affiliates may compensate ICMA-RC for the appropriate withdrawal.... 0.52 % 0.07 % 0.45 % December 31, 2020 -- - -- - -- - -- Vantagepoint. 76 GET EMAIL ALERTS 0 view MY FAVOURITES c. the Morningstar category Sale in Vermont category by.! 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Withdrawal forms you would like to initiate withdrawals from the securities held in an index lose money income ( )... Are target date funds to 10 of 76 GET EMAIL ALERTS 0 view FAVOURITES! Charges, expenses and underlying guarantee features before purchasing this product that includes guaranteed1lifetime... Are target date of the Fund, please contact ICMA-RC for the withdrawal! Yahoo Finance and portfolio holdings benefits and income from retirement accounts ( Symbol, Fund Num as... Of how the Fund will no longer be available PLUS, Fund on Yahoo Finance funds Milestone... Property taxes are below average a global investment research firm that is not available for investment! News for better ETF investing to rounding, percentages shown may not add up to acquire a landmark property. My FAVOURITES Inc. is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust any other agency by! 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