Quarterly Newsletter

Around ICMA-RC

Fund lineup update. ICMA-RC will make several changes to the lineup of funds available through the VantageTrust Trust Series, effective on or about July 17, 2009. For applicable plans, the changes will consist of adding new funds, closing certain existing funds, and transferring remaining asset balances to replacement funds.

To view a full listing of available investments for your plan(s), you may log into Account Access or call us at 800-669-7400.

Update your beneficiary designations. It’s important to review your beneficiary designations after any major life change. Your designation takes precedence over your will, so an outdated beneficiary could inherit your retirement-plan money no matter what your will says. It’s also a good idea to have your beneficiary designation, will and trust, if any, reviewed by your attorney.

Making the change is easy. Call Investor Services at 800-669-7400 and ask for an Employee Information Change Form or go to www.icmarc.org/forms to download a copy of the form.