Deferred Compensation: Investment Option Changes

 

 

On May 28, 2008 several changes occurred in your deferred compensation investment options.  One fund was deleted and nine new fund options were added.  The presentations below will cover the changes being made and answer your questions about how to make changes to your existing plan.

 

To register for a workshop, fill out this form or call the Employee Development Center at (423) 439-6130.

 

 

 

 

 

Tuesday, June 3

 

9 a.m. – 10 a.m. & 11 a.m. – Noon,

D. P. Culp Center, The Forum, 3rd Floor;

 

2 p.m. – 3 p.m. & 6:30 p.m. – 7:30 p.m.,

VA Campus, Stanton-Gerber Hall, Room B-003, Small Auditorium

 

Presenters

 

John Reeder, Trampus Bright - Great West

Greg Jenkins, Morgan Stanley

pigmoney.jpg

 

Summary of changes

 

Deleted Option:  Fidelity Asset Manager Fund (existing contributions to this fund will be redirected to the Fidelity Puritan Fund unless you change the default redirection – See “For More Information” below).

 

Remaining Options:

 

 

Asset Class

Investment Manager Provider

Fund Name

1.

Fixed

ING

ING Fixed Plus Account

2.

Money Market

Fidelity

Fidelity Retirement Money Market Fund

3.

Bank

Regions

Time Deposit

4.

Bonds

Calvert

Calvert Income

5.

Balanced

Fidelity

Fidelity Puritan

6.

Large Cap

Fidelity

Fidelity Magellan

7.

Large Cap Growth

Fidelity

Fidelity Contra Fund

8.

International

Fidelity

Fidelity International Discovery

9.

Large Cap Growth

Fidelity

Fidelity OTC

10.

Large Cap Growth

State Street

State Street S&P 500 Flagship Series C

11.

Self Directed Brokerage

GW/TD Ameritrade

Self Directed

 

 

New Options:

 

 

Asset Class

Investment Manager Provider

Fund Name

12.

International Equity

ING

DFA International Value

13.

Equity Value

Fidelity

Allianz NFJ Large Cap Institutional

14.

Small Cap Growth

Fidelity

Fidelity Small Cap Independence

15.

Small Cap Value

ING

Morgan Stanley Inst US Small Cap Value Inst

16.

Mid Cap Growth

ING

Columbia Acorn Z

17.

Mid Cap Value

ING

Columbia Midcap Value

18.

Investment Grade Bond

Vanguard

Vanguard total Bond Market Index

19.

Lifecycle Fund Series

Vanguard

Vanguard Target Date Funds

 

 

To register for a workshop, fill out this form or call the Employee Development Center at (423) 439-6130.

 

 

For More Information

 

Visit the State of Tennessee Deferred Compensation Program website, http://treasury.state.tn.us/dc/ , and click on “Investment Options Announced.”