AIG
Retirement FUNDS
1-888-568-2542 |
| Domestic
/ Equity |
Value |
Blend |
Growth |
| Large |
Oppenheimer Value - CGRWX
American Century Equity Income Inv - TWEIX |
Dreyfus Disciplined Stock - DDSTX
Vanguard Instl Index - VFINX |
Amer Funds Growth - RGACK
Oppenheimer Capital Appreciation A - OPTFX
|
|
| Mid |
Pioneer Mid - Cap Value - PCGRX |
Dreyfus Midcap Index - PESPX
Aston/Optimum Mid Cap - CHTTX |
American Century Heritage Inv - TWHIX
Franklin Small- Mid Cap Growth 1 A - FSCDX |
| Small |
American Beacon Small Cap Value - AVPAX |
Dreyfus Smallcap Stock Index - DISSX
Neuberger Berman Genesis ADV - NBGAX |
Fidelity Advisor Small Cap - FSCDX |
| |
|
INTERNATIONAL |
|
SECTOR / SPECIALTY |
Amer Funds Euro Pac - RERCX
Amer Funds New Persp - RNPEX
Dodge & Cox International - DODFX
Dreyfus Greater China - DPCTX
Fidelity Advisor Diversified Intl - FDVAX
Oppenheimer Developing Markets - ODMAX |
Alliance RCM Global Tech - RAGTX
Oppenheimer Commodity Strategy Total Return - QRAAX
Fidelity Adv Health A (FACDX) |
INCOME |
FIXED INCOME |
|
HYBRID/ALLOCATED |
INVESTMENT
GRADE & HIGH YIELD |
American
Century Inflation Adjusted s -ACITX
American Century Government Bond Inv - CPTNX
Franklin Strategic Inc - FRSTX
Amer Funds Bond - RBFEX
Pioneer High Yield A - TAHYX
Calvert Income Fund - CFICX
|
American
Century Balanced Inv - TWBIX
Calvert Social Investment Balanced A - CSIFX |
MONEY MARKET &
STABLE VALUE FUNDS |
VALIC
Fixed Interest Option - VALWEST457
Vanguard Prime Money Market - VMMXX |
ACTIVELY MANAGED |
Alliance
Bernstein Retirement Funds
Series 2000-2045 |
T. ROWE PRICE FUNDS
1-888-457-5770 |
| Domestic
/ Equity |
Value |
Blend |
Growth |
| Large |
Equity Income - PRFDX
Value - TRVLX |
Spectrum Growth - PRSGX
Equity Index 500- PREIX
Dividend Growth - PRDGX |
Blue Chip Growth - TRBCX
New America Growth- PRWAX |
|
| Mid |
|
|
Mid Cap Growth - RPMGX |
| Small |
Small Cap Value - PRSVX |
|
New Horizons - PRNHX |
| |
INTERNATIONAL |
|
SECTOR/SPECIALTY |
International
Discovery - PRIDX
International Stock - PRITX
Spectrum International - PSILX
European Stock - PRESX
Latin America - PRLAX
New Asia - PRASX
Japan - PRJPX
Emerging Europe & Mediterranean - TREMX
Emerging Markets Stock - PRMSX
Overseas Stock Fund
Africa and Middle East Fund
|
Science & Technology - PRSCX
Media & Telecom - PRMTX
Health Sciences - PRHSX
Financial Services - PRISX
Real Estate - TRREX
New Era - PRNEX
Developing Technologies - PRDTX
Global Technology - PRGTX
|
INCOME |
FIXED INCOME |
|
HYBRID/ALLOCATED |
INVESTMENT
GRADE & HIGH YIELD |
GNMA- PRGMX
U.S. Treasury Long Term - PRULX
New Income - PRCIX
Spectrum Income - RPSIX
High Yield - PRHYX
Short Term Bond - PRWBX |
Capital
Appreciation - PRWCX
Balanced - RPBAX |
MONEY MARKET &
STABLE VALUE FUNDS |
Prime
Reserve - PRRXX
Stable Value Common Trust - *
*( No ticker Symbol available) |
|
| INTERNATIONAL |
Emerging
Markets Bond - PREMX
International Bond - RPIBX |
|
| |
ACTIVELY
MANAGED |
|
|
| |
T.Rowe Price
Retirement Series-
2005 - TRRFX
2010 - TRRAX
2015 - TRREX
2020 - TRRBX
2025 - TRRHX
2030 - TRRCX
2035 - TRRJX
2040 - TRRDX
2045 - TRRJX
2050
2055
Retirement Income - TRRIX
|
|
|
| |
|
|
|
ROLLOVER CHART |
| |
ROLL TO |
| IRA |
SEP-IRA |
SIMPLE
IRA |
ROTH
IRA |
457(b) |
403(b) |
QUALIFIED
PLAN |
DESIGNATED
ROTH ACCOUNT |
|
IRA |
YES |
YES |
NO |
YES,
must include in income. |
YES,
must have separate accounts |
YES |
YES |
NO |
SEP-IRA |
YES |
YES |
NO |
YES,
must include in income. |
YES,
must have separate accounts |
YES |
YES |
NO |
| SIMPLE
IRA |
YES,
after two years |
YES,
after two years |
YES |
YES,
after two years. Must include in income. |
YES,
after two years. Must have separate accounts. |
YES,
after two years. |
YES,
after two years, |
NO |
| ROTH
IRA |
NO |
NO |
NO |
YES |
NO |
NO |
NO |
NO |
| 457(b) |
YES |
YES |
NO |
NO,
not directly |
YES |
YES |
YES |
NO |
| 403(b) |
YES |
YES |
NO |
NO,not
directly |
YES,
must have separate accounts |
YES |
YES |
NO |
| QUALIFIED
PLAN |
YES |
YES |
NO |
NO,not
directly |
YES,
must have separate accounts |
YES |
YES |
NO |
| DESIGNATED
ROTH ACCOUNT |
NO |
NO |
NO |
YES |
NO |
NO |
NO |
YES,
if a direct trustee to trustee transfer. |
| 6/2006 |
|
