Product: Hybrid, Defined Contribution, 457 Program, HCSP, IRA
Contacts: All participants with a balance in a participant directed account, including MERS Hybrid Plan, Defined Contribution Plan, 457 Program, Health Care Savings Program and IRA.
Date Sent: 3/18/2021
Format: Email and Print Mail
Description: Participants 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)