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Funding Options

The California State University TSA Program serviced by MetLife Resources offers 22 mutual funds covering 18 different asset classes as part of a platform called the Mutual Fund Select Portfolios (MFSP). The lineup also includes the Strategic Value Annuity, a fixed annuity issued by MetLife Insurance Company of Connecticut. 

Fund Name Asset Class Ticker
Strategic Value Annuity Cash/Cash Equivalent
SSgA Money Market Institutional Money Market Taxable SSMXX
PIMCO Total Return Admin Intermediate-Term Bond PTRAX
Vanguard Long-Term Bond Index Long-Term Bond- Index VBLTX
PIMCO Real Return Admin Inflation-Protected Bond PARRX
Janus Balanced Moderate Allocation JABAX
American Beacon Large Cap Value Plan Large Value AAGPX
Columbia Large Cap Index A Large Blend- Index NEIAX
Oppenheimer Main Street Select Y Large Blend OMSYX
American Funds® Growth Fund of America R3 Large Growth RGACX
TIAA-CREF Institutional Mid-Cap Value Retire Mid-Cap Value TRVRX
Columbia Acorn A Mid-Cap Growth LACAX
Royce Opportunity Invt Small Value RYPNX
Fidelity Advisor Small Cap I Small Growth FSCIX
American Funds® EuroPacific Growth R3 Foreign Large Blend RERCX
SSgA Tuckerman Active REIT Specialty-Real Estate SSREX
American Funds Target Date Retirement 2010 R3 Target-Date 2000-2010 RCATX
American Funds Target Date Retirement 2015 R3 Target-Date 2011-2015 RCJTX
American Funds Target Date Retirement 2020 R3 Target-Date 2016-2020 RCCTX
American Funds Target Date Retirement 2025 R3 Target-Date 2021-2025 RCDTX
American Funds Target Date Retirement 2030 R3 Target-Date 2026-2030 RCETX
American Funds Target Date Retirement 2035 R3 Target-Date 2031-2035 RCFTX
American Funds Target Date Retirement 2040 R3 Target-Date 2036-2040 RCKTX
American Funds Target Date Retirement 2045 R3 Target-Date 2041-2045 RCHTX
American Funds Target Date Retirement 2050 R3 Target-Date 2046-2050 RCITX
American Funds Target Date Retirement 2055 R3 Target-Date 2051+ RCMTX

Morningstar asset class information used with permission of Morningstar, Inc. Morningstar, Inc. is not affiliated with MetLife.

MetLife Resources is a division of Metropolitan Life Insurance Company, 200 Park., Ave, New York, NY 10166

Securities and investment advisory services are offered by Registered Representatives and Investment Advisor Representatives, respectively, of MetLife Securities, Inc. (MSI), (member FINRA/SIPC), a Registered Investment Adviser, 1095 Avenue of the Americas, New York, NY 10036.

Mutual funds are sold by prospectus, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses, and past mutual fund performance is not a guarantee of future results.

The Fixed Annuity (SVA) is a fixed, deferred annuity issued by MetLife Insurance Company of Connecticut (MICC), 1300 Hall Boulevard, Bloomfield, CT 066002. MetLife Investors Distribution Company (member FINRA), 5 Park Plaza, Suite 1900, Irvine, CA 92614 is the principal underwriter. Policy Form # L-22419C.

SVA is a fixed annuity offered by prospectus only, which is available from your registered representative. Withdrawals from the Fixed Annuity may be subject to a withdrawal charge and a market value adjustment. The market value adjustment may be lower or higher than your contract value. See the prospectus, which is available for your representative, for more details.

Most insurance policies and annuity contracts contain exclusions, limitations, reduction of benefits, surrender charges and terms for keeping them in force. Your representative can provide you with costs and complete details.

The information contained in this document is not intended to (and cannot) be used by anyone to avoid IRS penalties. Clients should seek advice based on their particular circumstances from an independent tax advisor since since any discussion of taxes is for general purposes only and does not purport to be complete or cover every situation.

MetLife, its agents, and representatives may not give legal, tax or accounting advice and this document should not be construed as such. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Federal income tax rules, with certain exceptions, prohibit withdrawals before age 59 ½ from a TSA. Where pre 59 ½ withdrawals are allowed a 10% federal tax penalty may apply. Withdrawals are subject to ordinary income taxes. For any tax qualified account, like a TSA, the tax deferred accrual feature is provided by the tax qualified retirement program therefore, there should be reasons other than tax deferral for acquiring an annuity contract within a retirement program.

MetLife and/ or its affiliates receive fees from the fund families or their affiliates for administrative, distribution and recordkeeping services

MLR19000504017

Making Changes

Once you are Enrolled

Log on to RetirementSavingsLink to review your account or make changes.


 
 
 
 
 

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