Investment Information

Discontinued Fund Default

At the end of market day on January 8, 2021, any assets remaining in a discontinued fund, for our Defined Contribution, Deferred Compensation Plan and DROP members will automatically transfer to the fund indicated in the following chart.
Discontinued Funds Transfer of Fund
Conservative Premixed will transfer to... LifePath Index
Moderate Premixed will transfer to... LifePath Index
Agressive Premixed will transfer to... LifePath Index
Age Based will transfer to... LifePath Index
S&P 500 Index will transfer to... US Total Stock Market Index
Large Company Growth will transfer to... US Total Stock Market Index
Large Company Value will transfer to... US Total Stock Market Index
Money Market will transfer to... Stable Value
Small Company will transfer to... LifePath Index
International Stock Index will transfer to... Revised International Stock Index

If the Member's date of birth is: Discontinued Fund will transfer to:
In or after 1998... LifePath Index 2065 Fund
In or between 1993 and 1997... LifePath Index 2060 Fund
In or between 1988 and 1992... LifePath Index 2055 Fund
In or between 1983 and 1987... LifePath Index 2050 Fund
In or between 1978 and 1982... LifePath Index 2045 Fund
In or between 1973 and 1977... LifePath Index 2040 Fund
In or between 1968 and 1972... LifePath Index 2035 Fund
In or between 1963 and 1967... LifePath Index 2030 Fund
In or between 1959 and 1962... LifePath Index 2025 Fund
In or before 1958... LifePath Retirement Fund

The LifePath fund that you may be default transferred to, if you have not already transferred to a retained fund or selected new allocations, will be determined by your date of birth, for the intended retirement at age 65. (example - date of birth 01/01/1978 would default to LifePath 2045)

Annual Investment Report

The Annual Investment Report is provided each year so the plan participants in our Defined Contribution, Deferred Compensation, and State Patrol DROP plans have materials and tools to help them make educated investment choices when looking at the Fund Options that are available to them.
Investment Report

Videos

Investment Education Video - State, County, DROP & DCP
To further help Defined Contribution, Deferred Compensation, and State Patrol DROP Plan members make informed investment decisions, NPERS offers an Investment Education video. This video covers the investment options and provides an outline on the basics of investing.
Making Allocation Elections or Fund Transfers using the Ameritas Website
NPERS Financial Planning Video
Whether you're in your 20's, 30's, or 40's it is never too soon to consider where you stand financially and where you want to go later in life. Mike equips you will valuable financial tools to help you take charge of your finances.

Investment Forms

Investment Election form (Defined Contribution only)
Investment Election Form (DROP participants only)
DCP Plan Change Form
DCP Enrollment Form

Ameritas Mobile Website Walkthrough

Ameritas Mobile Website Walkthrough

NPERS Publications

How Large Should My Nest Egg Be? (pdf)
Setting and Achieving Your Nest Egg Goal (pdf)
Wild Week - The Perils of Market Timing (pdf)
Where Did Your Money Go? (pdf)
Tips for the First Time Homebuyer (pdf)
Creating an "Emergency" Fund (pdf)
Save On That Auto! (pdf)
Nest Egg Management After Retirement (pdf)
Traditional or Roth IRA? (pdf)
Saver's Tax Credit (pdf)
Considering a Rollover at Retirement? Read This First!

Misc Financial Publications

Making Your Nestegg Last A Lifetime (pdf)

Links

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