Aldine ISD 457(b) Savings for Retirement Plan
Investment Options

As a Participant under the Aldine ISD 457(b) Savings for Retirement 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.  Click on the left menu to 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.

Managed Portfolio Fund Information

Click HERE for 4th Quarter 2011 Plan Performance

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%.

Updated: January 29, 2012