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 |
|
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.”