The fund options available to you as a Periodic Payment or Deferred Participant are dependent upon whether you were previously a participant in a NADART Classic Plan or NADART Investment Choice Plan. The information below describes the differences:
Prior Classic Plan Participants
As a participant in a Classic Plan your voluntary after-tax contributions are invested in the Income Fund and all other employee or employer contributions are invested in the NADART Fund. If you elect a Deferred Participant Account, your entire balance is also invested in the NADART Fund. Once you elect an individual Periodic Payment your balance is invested in the Income Fund.
Prior Investment Choice Participants
When you elect an individual Periodic Payment or Deferred Participant Account your balance remains invested in the same funds you previously selected as an Investment Choice Plan participant. You may continue to direct your investments in any of the available Investment Choice Fund Options (PDF).
We also provide further information on your available fund options: