North Texas School District Consortium
457(b) Retirement Savings Plan
Investment Options

As a Participant under the NTSDC 457(b) Retirement Savings Plan, you have the option of selecting your own investments among a variety of high quality no-load and load waive mutual funds offered through Charles Schwab or you may select one of three Managed Portfolios managed by a professional investment advisor.

Unless you have submitted an Enrollment Form and made an investment selection, you are automatically enrolled in the Stable Value Return Fund.

As a Plan Participant, you may:

1. Select one of three Managed Portfolios

To initially select or return to a Managed Portfolio, print, complete and submit the Investment Election Form below.

Click HERE for Investment Election Form

2. Self-Direct your investments

To Self-Direct your investments, print, complete and submit the Investment Election Form below. Once PARS receives and processes your completed Investment Election Form, you may initiate all future investment changes online by simply accessing your account.  See left menu and click on Check Account.

                    Click HERE for Investment Election Form

If you have already submitted an Enrollment form and selected self-direction, simply log on to your account and change your selection as you wish.

3rd Quarter 2008 Profile

Managed Portfolio Fund Information
 

Conservative Portfolio

The Conservative Portfolio seeks to preserve the principal amount from potential losses due to financial risks. The targeted annual rate of return is 4-8%.

Moderately Conservative

Growth Portfolio

The Growth Portfolio seeks to preserve the principal amount from potential losses due to financial risks while providing moderate growth. The targeted annual rate of return is 7-15%.

Updated: October 24, 2008

Funds Available for Self-Direction

Click HERE for Links to Funds Available for Self-Direction

Updated: October 24, 2008