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Mutual Fund -- Available Funds & Performance

The following funds are available in your retirement plan. They provide you with the flexibility you need to create a suitably diversified portfolio that matches your personal retirement time horizon, investment risk tolerance and investment preferences.

Fixed Interest Options*

In addition to mutual funds, a Fixed-Interest Option is available in your plan. A 20% annual withdrawal is allowed from the Fixed-Interest Option with no withdrawal charge. There is no transfer or withdrawal restrictions if one of the following conditions are met:
  • Annuity payout option is selected
  • Your death
  • Total and permanent disability
  • Withdrawal taken as a hardship under the terms of the employer plan
  • Retirement or separation from service from the employer who sponsors your plan
  • Elect to transfer a portion of the account value to a companion account for a loan
This restriction includes money transferred to mutual funds or to another provider.

* Policy Form series GFA-504, a group fixed allocated annuity issued by The Variable Annuity Life Insurance Company, Houston, Texas.