An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 0000010022 00000 n a. 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. Morgan Stanley. Any future allocations currently directed to the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT PLUS Fund. 0000003925 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. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. 0000025412 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 … 0000001687 00000 n The performance shown has been annualized for periods greater than one year. While the underlying objectives, risks, and investments are identical, the Funds listed below may be subject to additional expenses. 0000025269 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 . H�\�͎�@��w+�zz���cɇ�(�. You may also visit us on the Web at … 0000024582 00000 n 0000059077 00000 n ©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. And why not? About the VT Retirement IncomeAdvantage Fund With the transition to Nationwide, this fund will no longer be available. 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. Exchange Retirement Emerging Markets Equity: Top. Our conviction in the team and process is unchanged, but under our new … VT Nuveen Real Estate Secs 1'2'16 Ticker Code . 0000008316 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. Mutual funds almost go hand-in-hand with retirement investing. 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. The Fund is not a mutual fund. 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. 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 … 0000058793 00000 n Order #206652 10/01/2020 TM: PAYOUTSRVS/IRAAPP Page 1 of 8 - Incomplete without all pages. Future … 0000009352 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. Investment Category Overall Ratings ; Emerging Markets Debt (FBTHC, 9017) +0.50% +0.96% +4.32% +2.83% +5.65%: 1.11%: 11/24/1997: … Please see the Disclosure Memorandum for additional information about the Fundâs risks. 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