Optional Retirement Plan Update

You now have lower-cost investment choices in your ORP.

 

The State of Florida Optional Retirement Program has approved the VALIC plan to offer a mutual fund-based program to ORP participants. These mutual funds may reduce administrative fees for the investor and provide a wide array of mutual funds from well-known investment providers depending on the option selected. Effective Feb. 1, 2011, all VALIC ORP contributions will be invested in the new mutual fund platform.

 

Some of the benefits of the mutual fund option include:

 

Wide array of investments from some of the most trusted mutual fund companies

 

Asset management/investment advice through Guided Portfolio Services® (GPS)

 

No sales charges apply to contributions for mutual funds

 

Continued personal face-to-face services

 

Secure account access 24/7 at VALIC.com or VALIC by Phone at 1-800-448-2542

 

VALIC financial advisors will be onsite at USF’s Tampa campus to assist:

 

Feb. 1, 2011, at 9 a.m. at the TECO Room in the USF College of Education Building

 

Feb. 1, 2011, at 11 a.m. at the TECO Room in the USF College of Education Building

 

Feb. 10, 2011, at 2 p.m. at the Marshall Student Center, MSC-4103

 

Feb. 10, 2011, at 3 p.m. at the Marshall Student Center, MSC-4103

 

Feb. 10, 2011, at 5 p.m. at the Marshall Student Center, MSC-4103

 

You may register to attend a group informational meeting by visiting the VALIC website at www.valic.com/floridaorp and clicking on Seminar Registration. The seminar access code is SOFTAM11AB.

 

You may also call the VALIC Tampa Bay District Office 813-269-3379 to register.

 

For additional information on the new mutual fund-based program, please visit your Plan’s VALIC website via www.valic.com/floridaorp.