SAVINGS PLAN INVESTMENT OPTIONS (15 TOTAL)

There are a total of 15 investment options to build your portfolio. It’s a mix of stable value funds, bond funds and large cap, mid-cap and small cap funds.

The shaded column Default Funds are the accounts that are “set it and forget it”. You’re money auto defaults to one of these accounts based on your date of birth and adjusts according as you get closer to retirement age to be more conservative with your investments.

BNY Mellon Emerging Markets Index (Growth)

BNY Mellon All Country World Ex-US (Growth & Income)

BNY Mellon Small Cap Stock Index (Growth & Income)

BNY Mellon Capital Stock Index (Growth & Income)

BNY Mellon Mid Cap Stock Index (Growth & Income)

Default - BNY Mellon Special Ret Inc (Growth & Income)

Default - BNY Mellon Target Date Fund 2020 (Growth & Income)

Default - BNY Mellon Target Date Fund 2030 (Growth & Income)

Default - BNY Mellon Target Date Fund 2040 (Growth & Income)

Default - BNY Mellon Target Date Fund 2040 (Growth & Income)

BNY Mellon Reit Index (Growth & Income)

BNY Mellon 1-3 Govt/Cred Index (Growth & Income)

BNY Mellon Tips Index (Growth & Income)

BNY Mellon Stable Value (Stable Value)

Chartwell Sht Dur Hi Yield (Growth & Income)

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KEYWORDS & DEFINITIONS