Audience: Employer

Product: ISP

Contacts: Primary and Finance Contacts

Date Sent: 3/19/2021

Format: Email

Description: Employer contacts were notified that three target risk portfolios will be removed from the MERS investment menu effective 6/24/2021:

  • MERS Capital Appreciation Portfolio (80% stocks/20% bonds)
  • MERS Balanced Income Portfolio (40% stocks/60% bonds)
  • MERS Capital Preservation Portfolio (20% stocks/80% bonds)

Read a sample of the notification to employers.