CHICAGO, CHUCK
IVR and Web Demonstration 401(k) Savings

 

Information presented here is current as of 07/01/2005.

 

News

Two Funds Impose Redemption Fees

Effective January 3rd, 2005, two funds in The Standard's investment lineup will impose redemption fees on shares redeemed within 30 days of purchase.
(More info...)

 

Plans designed for long-term investing

Short-term trading raises plan costs and is limited by many funds
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Reaching financial fitness

Now is a great time to start a good habit
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Shopaholic?

Financial fitness requires living within your means
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Retirement contributions allow some participants to claim tax credits

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Saving enough?

Take online quiz to see if your savings will add up
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Meet your investments

New fund descriptions offer data in greater detail
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Risky business

Investors must face risks to get good returns
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Indexed Limits for 2005

(More info...)

Account Summary
Your Total Account Balance
$100,000.00
Your Total Vested Balance
$50,000.00
Your Investment Return 1/1/05 - 6/30/05*
4.76%
Your Plan Entry Date
07/01/1996
Your Hire Date
07/01/1995
Your Birth Date
02/18/1970
Your Address
500 WINNER LANE
DAYTONA BEACH, FL 33355
Your E-mail Address
savings@standard.com
To update your e-mail address, click here.

Automatic Rebalancer is ON.

If you choose to use the Automatic Rebalancer service, The Standard will periodically transfer assets in your account to maintain an asset allocation that is consistent with your investment directives. Rebalancing will occur during May and November. Click the link to the Automatic Rebalancer to learn more about this optional service.

Important Information

You must notify Standard Insurance Company within 15 days of receipt of your quarterly account statement if, during the period covered by the statement, an error occurred or you requested and confirmed an investment transfer or directive change that was not completed. You may give notice by contacting a Customer Service Representative at (800) 858-5420 or writing to the addresses below. Unless you give such notice, The Standard will not be liable for any resulting loss to your account. In any case, Standard Insurance Company will not be liable if circumstances beyond the control of The Standard prevent the transaction, or if The Standard's liability is otherwise limited by regulation or agreement.

* Your investment return reflects the earnings on all your investment selections. It assumes that any deposits or withdrawals occur mid-period. The calculation does not take into account a quarter in which you had a zero beginning or ending balance. Other formulas used by different financial institutions may yield different results.

E-mail: savings@standard.com

Mail: Personal Savings Center
Retirement Plans Division, P9A
Standard Insurance Company
1100 SW Sixth Avenue
Portland OR 97204

Voice: (800) 858-5420