The new investment option lineup will be available on September 5, 2018. The investment options in your LSU 403(b) Plan gives you a choice of investments that cover the major asset investment classes: stocks, bonds, and short-term investments. The investment options also give you the flexibility to build your own strategy to help meet your needs.
The investments listed below will become your total offering of available investment options in the LSU 403(b) Plan at each investment vendor. This means these options will be the only available investment options going forward.
Click HERELog In Required for performance results of the available investment options.
When the market closes (generally 3 p.m. Central time) on September 4, 2018, many investment options currently offered through the LSU 403(b) Plan will no longer be available. As a result, all eligible existing balances and future contributions to investment options that are no longer offered will be mapped to a Vanguard Institutional Target Date Fund. See the Target Date Fund Age Chart for details. Please make sure to carefully review this information and contact your chosen vendor with questions.
Target Date Fund Age Chart
Your contributions and eligible existing balances in the closing funds will be mapped to a Vanguard Institutional Target Date Fund. LSU has chosen the Vanguard Institutional Target Date Fund based on your date of birth and the assumption that you will retire at age 65. Simply find your date of birth range in the following chart to determine which Vanguard Institutional Target Date Fund your contributions and eligible existing balances in the closing funds at Fidelity, TIAA and VALIC will be directed.
Vanguard Institutional Target Date Funds are designed for investors expecting to retire around the year indicated in each fund. The funds gradually become more conservative over time, with a corresponding change in investment risk. They are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high-yield, small-cap, commodity-related, and foreign securities. Principal invested is not guaranteed at any time, including at or after the funds’ target dates. For more information on the Vanguard Institutional Target Date Funds, log on to your vendors website.