Welcome to the City of San José 457(b) Deferred Compensation Plan web site!

Fall 2009 Newsletter


Are you on track pursuing your retirement objectives?
Click here to find out...


   

 

New! Update your beneficiary information online with ING with a few easy steps.
Click Here for instructions on adding or updating your beneficiary designation

NEW: ING Financial Strength and Ratings

Important! To update your beneficiary information click here.

Through an alliance with Morningstar Associates, LLC, a registered investment adviser and wholly-owned subsidiary of Morningstar, Inc., ING makes available to employees Morningstar®Advice OnlineSM, an online investment advice service that includes an annual Advice Statement.  Morningstar's service relates solely to the investment options offered under the plan.  ING provides Morningstar with information about the plan's investment options and participants but the decisions regarding the advice provided are Morningstar's.


ING and its companies are not affiliated with Morningstar Inc. and receive no fee or other direct financial benefits from Morningstar in connection with the use of its services.  The Morningstar name and trademarks are used under license from Morningstar Associates, LLC.  Investment advisory products and services are provided by Morningstar Associates, LLC, a registered investment advisor and a wholly-owned subsidiary of Morningstar, Inc.

To help you achieve your financial and retirement goals, the City sponsors a 457(b) Deferred Compensation Plan (Plan). Each employee may elect to become a participant of the Plan and defer payment of part of his or her compensation by enrolling in the Plan before the beginning of the month in which the deferral is to be effective.

Saving for retirement requires a good plan and the discipline to follow it. The financial choices you make today can determine the quality of your retirement tomorrow. Smart retirement planning requires accurate information available to you when you need it.

This Web site is only one of the methods for you to receive information about the Plan and your account. Other available services include:

  • one-on-one meetings on a variety of issues, including enrollment, investment principles, and distribution planning
  • group meetings and seminars led by licensed representatives; please click here for a list of upcoming presentations
  • investment education tailored to individual learning needs
  • toll-free access to a customer information center and 24 hour automated voice response unit at (800) 584-6001; Customer Service Associates are available Monday – Friday 5:00 a.m. – 6:00 p.m. (Pacific Time)
  • timely and detailed quarterly account statements
  • informative quarterly newsletters

    • Click here for Local Office information.

    Pension Reform Update: Click here for details on how the tax program from President Bush and Congress may impact you.

    Please click here to review ING's Excessive Trading Policy.

    Please contact us if you have any questions regarding the Plan or your account. Our customer service associates are available by calling our toll-free telephone line at (800) 584-6001, Monday through Friday, during the hours of 5:00 a.m. to 5:00 p.m. (Pacific Time).

     

    © 2002 - 2009 ING North America Insurance Corporation

    Insurance products issued by ING Life Insurance and Annuity Company. Financial planning and securities offered through ING Financial Advisers, LLC (member SIPC), One Orange Way, Windsor, CT 06095-4774, or other broker/dealers with which it has a selling agreement.