{"id":3336,"date":"2022-03-08T22:07:48","date_gmt":"2022-03-08T22:07:48","guid":{"rendered":"http:\/\/sandbox.planmember.com\/fcdev\/ibew-neca\/?page_id=3336"},"modified":"2025-01-06T21:37:14","modified_gmt":"2025-01-06T21:37:14","slug":"ssp-investment-options","status":"publish","type":"page","link":"http:\/\/sandbox.planmember.com\/ibew-neca\/investment-programs\/ibew-local-unions-savings-security-plan\/ssp-investment-options\/","title":{"rendered":"Investment options – SSP"},"content":{"rendered":"
IBEW Local Unions Savings & Security Plan\u00a0<\/strong><\/h5>\n

There is no “one-size-fits-all” solution to retirement investing. That’s why the IBEW Local Unions Savings & Security Plan offers a broadly diversified array of investment options. The plan investment options are carefully selected and monitored to provide the flexibility to respond to changing markets, investment objectives, and life circumstances.<\/p>\n

The plan offers five Elite Index Portfolios in addition to the core fund options that you can select from to suit your needs.<\/p>\n

Elite Index Portfolios<\/strong>
\nThe Elite Index Portfolios are professionally managed strategic allocations of primarily no-load, index mutual funds*. See this fact sheet<\/a> for more information. The program offers five risk-based portfolios with different blends of fixed income and stock funds to meet the changing objectives of retirement investors over their lifetimes. Complete this personalized risk tolerance questionnaire to help you choose the Elite Index Portfolio that is right for you.<\/p>\n

Core fund options<\/strong>
\nThe core fund options listed below, feature low annual expenses with no upfront or withdrawal charges,* allowing you to put more of your money to work for your future. This diversified menu of funds spans a wide array of investment types and asset classes, providing the ingredients to construct an investment portfolio to pursue virtually any investment objective. You can determine your own fund mix, or you can use Scarborough\u2019s Model Portfolios to help you diversify your account according to your individual risk tolerance. Our retirement plan professionals can also help you decide on a combination of funds that might work best for your situation.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

Core fund options<\/h4>\n<\/td>\n<\/tr>\n

Name<\/strong><\/td>\nTicker<\/strong><\/td>\n Type <\/strong><\/td>\n Fact Sheet <\/strong><\/td>\n<\/tr>\n
Cohen & Steers U.S. Realty Fund (Class A)
\n<\/strong><\/td>\n		N\/A<\/strong><\/td>\nReal Estate Securities<\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Dodge & Cox Income Fund <\/strong><\/td>\nDOXIX<\/strong><\/td>\nIntermediate Bond <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Dodge & Cox Stock Fund
\n<\/strong><\/td>\n		DOXGX<\/strong><\/td>\nLarge-Cap Value Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
FMI International Fund Institutional <\/strong><\/td>\nFMIYX<\/strong><\/td>\nForeign Large-Cap Blend Stock<\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
MFS International New Discovery Fund R6<\/strong><\/td>\nMIDLX<\/strong><\/td>\nForeign Small\/Mid-Cap Stock<\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
PIMCO Income Fund <\/strong><\/td>\nPIMIX<\/strong><\/td>\nMulti-Sector Bond <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Stable Value Fund<\/strong><\/td>\nN\/A\u00a0<\/strong><\/td>\nStable Value<\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
T. Rowe Price Mid-Cap Value <\/strong><\/td>\nTRMIX<\/strong><\/td>\nMid-Cap Value Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Developed Markets Index Admiral\u2122 Shares<\/strong><\/td>\nVTMGX<\/strong><\/td>\nForeign Large-Cap Blend Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Explorer\u2122 Fund<\/strong><\/td>\nVEXRX<\/strong><\/td>\nSmall-Cap Growth Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard FTSE All-World ex-US Small-Cap Index Admiral\u2122 Shares <\/strong><\/td>\nVFSAX<\/strong><\/td>\nInternational Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Growth Index Admiral\u2122 Shares <\/strong><\/td>\n VIGAX<\/strong><\/td>\nLarge-Cap Growth Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Institutional Index<\/strong><\/td>\n VINIX<\/strong><\/td>\nLarge-Cap Blend Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Mid-Cap Growth Admiral\u2122 Shares <\/strong><\/td>\nVMGMX<\/strong><\/td>\nMid-Cap Growth Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Mid-Cap Index Admiral\u2122 Shares<\/strong><\/td>\nVIMAX<\/strong><\/td>\n Mid-Cap Blend Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Mid-Cap Value Index Admiral\u2122 Shares <\/strong><\/td>\nVMVAX<\/strong><\/td>\n Mid-Cap Value Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard PRIMECAP Fund<\/strong><\/td>\nVPMAX<\/strong><\/td>\n Large-Cap Growth Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Real Estate Index Admiral\u2122 Shares <\/strong><\/td>\nVGSLX<\/strong><\/td>\n Real Estate Securities <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Small-Cap Growth Index Admiral\u2122 Shares <\/strong><\/td>\nVSGAX<\/strong><\/td>\nSmall-Cap Growth Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Small-Cap Index Admiral\u2122 Shares<\/strong><\/td>\nVSMAX<\/strong><\/td>\nSmall-Cap Blend Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Small-Cap Value Index Admiral\u2122 Shares<\/strong><\/td>\nVSIAX<\/strong><\/td>\nSmall-Cap Value Stock <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Total Bond Market Index Adm<\/strong><\/td>\nVBTLX<\/strong><\/td>\nIntermediate Bond <\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
Vanguard Value Index Admiral\u2122 Shares\u00a0\u00a0<\/strong><\/td>\nVVIAX<\/strong><\/td>\nLarge-Cap Value Stock<\/strong><\/td>\nDownload the fact sheet<\/a><\/td>\n<\/tr>\n
<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

Self-Directed Brokerage Account <\/strong>
\nIn addition to the investment options listed above, the plan offers the opportunity to invest in additional mutual funds and other investments such as stocks, bonds, certificates of deposits (CDs), and exchange traded funds (ETFs) through a Self-Directed Brokerage Account inside the IBEW Local Unions Savings & Security Plan. The Self-Directed Account uses the Charles Schwab brokerage platform.<\/p>\n

\n

*An annual asset-based fee will apply, as well as other internal expenses and fees of the funds.<\/p>\n

FINRA Reference Number FR2024-1114-0071<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

IBEW Local Unions Savings & Security Plan\u00a0 There is no “one-size-fits-all” solution to retirement investing. That’s why the IBEW Local Unions Savings & Security Plan offers a broadly diversified array<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":4147,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"wf_page_folders":[96],"acf":[],"yoast_head":"\r\nInvestment options - SSP - IBEW-NECA<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"http:\/\/sandbox.planmember.com\/ibew-neca\/investment-programs\/ibew-local-unions-savings-security-plan\/ssp-investment-options\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Investment options - SSP - IBEW-NECA\" \/>\r\n<meta property=\"og:description\" content=\"IBEW Local Unions Savings & Security Plan\u00a0 There is no “one-size-fits-all” solution to retirement investing. 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