TO SUBMIT YOUR ELECTION, REVIEW THE INFORMATION ON THE LAST PAGE THEN AT THE BOTTOM OF THE PAGE COMPLETE THE "CAPTCHA" THEN CLICK "SUBMIT".
Complete this section only if:
- You selected the FRS Investment Plan or the FRS Hybrid Option in Section 2.
- You indicated in Section 2 that you wanted to choose how your contributions are allocated.
Choosing Your Investment Plan Funds
- You can allocate your contributions to any combination of funds below, but your total allocation must add up to 100%.
- You can change your selections at any time after your account is activated by calling the MyFRS Financial Guidance Line,
Option 4, or by logging in to MyFRS.com. Transfer restrictions may apply.
- For more information about each Investment Plan fund, review the fund profiles, Investment Fund Summary, Default Investment Fund Notice and the Annual Fee
Disclosure Statement available on MyFRS.com, or call the MyFRS Financial Guidance Line, Option 2, to speak with an experienced, unbiased financial planner.
An Important Note About Fees
Each investment fund charges an annual fee based on a percentage of the balance invested in that fund. Fees vary by fund and are
automatically deducted from your account. These are the only fees you will pay as an active member of the Investment Plan.
About Retirement Date Funds
Retirement Date Funds are professionally managed funds that are designed to offer you a single solution for maintaining a diversified portfolio based on
the amount of time you have until retirement. As your retirement gets nearer, the fund’s investment mix gradually shifts from growth to preservation.
About the Other Funds
The other funds listed below allow you to create your own customized portfolio. "(B)" identifies a fund that will automatically block trades under
certain circumstances.
Fees as of July 1, 2022 shown below as ($)
Enter % for Each Fund
If you are this age ...
You might consider this Retirement Date Fund ...
Regular Class
Special Risk or Special Risk Admin.
Age 29 or younger
Age 24 or younger
FRS 2060 Retirement Date Fund ($1.10)
Age 30 to 34
Age 25 to 29
FRS 2055 Retirement Date Fund ($1.10)
Age 35 to 39
Age 30 to 34
FRS 2050 Retirement Date Fund ($1.10)
Age 40 to 44
Age 35 to 39
FRS 2045 Retirement Date Fund ($1.10)
Age 45 to 49
Age 40 to 44
FRS 2040 Retirement Date Fund ($1.10)
Age 50 to 54
Age 45 to 49
FRS 2035 Retirement Date Fund ($1.50)
Age 55 to 59
Age 50 to 54
FRS 2030 Retirement Date Fund ($1.60)
Age 60 to 64
Age 55 to 59
FRS 2025 Retirement Date Fund ($1.80)
Age 65 to 69
Age 60 to 64
FRS 2020 Retirement Date Fund ($1.90)
Age 70 or older
Age 65 or older
FRS Retirement Fund ($1.90)
STABLE VALUE FUND
FRS Stable Value Fund ($1.90)
INFLATION PROTECTION FUND
FRS Inflation Sensitive Fund ($3.60)
BOND FUNDS
FRS U.S. Bond Enhanced Index Fund ($0.50)
U.S. STOCK FUNDS
FRS U.S. Stock Fund ($3.50)
FOREIGN AND GLOBAL FUNDS
FRS Foreign Stock Index Fund ($0.30) (B)
ELE-2 Rev 07/2022 19-11.007 F.A.C.
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