Your investment allocation can be changed monthly (transfers are based on prior month’s ending balance) and will take effect the following month.
To change your investment allocation, complete the direct allocation chart below. Your completed form must be received by the Board of Retirement prior to earnings being posted for the current month in order for the transfer to take place the following month. To confirm your changes, refer to your next pension account statement.
You may invest in one or all investment options. Please indicate the percentage that you want invested in each fund (must total 100%). If no choice is made, all funds will remain in the Default Fund.
The Conservative Strategy
The Moderate Strategy
The Default Strategy
The Maximum Strategy
The Discipline Value Strategy
* Current Funds – Current investments with the Board of Retirement.
** Future Contributions – New monies received in the office after this completed form is on file in the Retirement office.
I request that the Board of Retirement invest my accumulations/contributions based upon my investment choices above. I have reviewed the information provided by the Board of Retirement and I make this selection based upon my own investment judgement. I also realize that past results are not a guarantee of future performance. If I need additional information, I know that I can contact the Board of Retirement.