About Deferred Compensation
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What You Need to Know about Changes to the Plan

Effective July 10, 2017, the Plan will be using a new menu of investment options. In the April edition of the Quarterly, you learned why the menu is changing as well as the types of investment options that will be available in July.

To learn which investment options are changing, what you need to do and why transition accounts are required, refer to Deferred Comp 2.0 to learn more. This special edition of the Quarterly newsletter, issued in June, provides information on what’s changing. In the newsletter, you’ll read about transition accounts, why they are needed, how they work and how they benefit you.

After July 10, the investment option performance and fact sheets for the new funds will be available under What Are My Investment Options under About NYSDCP on this Web site. Until that time, see below for pertinent information on the new investment options.

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Read the following articles to learn about the new investment options and why the menu is changing.

January 2017 Quarterly — Highlights the three approaches to Plan investing

April 2017 Quarterly — Describes the types of options, including CITs

June 2017 Special Edition — Describes specifically what is changing

June 2017 Special Edition Insert — Summary of the entire new Plan lineup

Guide to Investment Options — Updated brochure on the Plan's investment lineup

Transition Accounts — More information on how transition accounts work

Expense Comparisons — Chart illustrating cost savings in the new lineup

VRUs for the new Plan lineup — Lists the Voice Response Unit numbers for the new investment menu

Frequently Asked Questions — Answers to a list of commonly asked questions

Transition Account Updates — The latest updates on Transition Account Closures

Information is available on the cost savings, by fund. You can view the annual savings for every $1,000 invested. For comprehensive information on the new investment options available to the Plan, effective July 10, 2017, please refer to the Guide to Investment Options.

More questions? Please call your Account Executive or the HELPLINE at 1-800-422-8463 for help.

Information included in fact sheets are provided by a third party.

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