Have a question? Call us: 800 842-2252
Retirement Investments: Current Performance
print
Click on the investment name in the table below to view additional information for that particular investment.
THE MIDDLEBURY COLLEGE RETIREMENT PLAN | 100493
TIAA Traditional Annuity
FUND NAME Current
Rates1
Rates of Return ending2
03/31/2014
  1 Year 3 Year 5 Year 10 Year Since Inception3
Retirement Annuity 3.75% 3.02% 3.90% 4.19% 4.33% --
Group Retirement Annuity 3.75% 3.02% 3.90% 4.19% 4.33% --
Supplemental Retirement Annuity 3.00% 3.00% 3.15% 3.21% 3.39% --
Group Supplemental Retirement Annuity 3.00% 3.00% 3.15% 3.21% 3.39% --

back to top

The performance data quoted represents past performance, and is no guarantee of future results. Your returns and the principal value of your investment will fluctuate so that your accumulation units or shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted above. Performance may reflect waivers or reimbursements of certain expenses. Absent these waivers or reimbursement arrangements, performance results would have been lower. Since Inception performance shown is cumulative for funds that have less than one year of performance history.
  1. Funds applied to TIAA Traditional from April 1, 2014 through April 30, 2014 will be credited with the indicated rates until February 28, 2015. Funds transferred to TIAA Traditional between April 1, 2014 through April 30, 2014 will begin earning interest at the beginning of the next calendar day following the effective date of the transfer, and will be credited with the indicated rates through February 28, 2015. TIAA Traditional is a guaranteed insurance contract and not an investment for Federal Securities Law purposes.

    You may also view current rates for funds applied in earlier periods
  2. Interest credited to TIAA Traditional Annuity accumulations includes a guaranteed rate, plus additional amounts that are not guaranteed but may be established on a year-by-year basis by the TIAA Board of Trustees. The additional amounts when declared remain in effect through the "declaration year", which begins each March 1. The guaranteed annual interest rate is 3% for all premiums remitted since 1979 under all TIAA Traditional Annuity accumulating contracts, except that for Retirement Choice, Retirement Choice Plus, and IRA (issued on or after 10/11/2010) Annuities the guaranteed rate is between 1% and 3%, as specified in the contract. The minimum guaranteed rate applicable to contributions and transfers into the TIAA Traditional Annuity account under RC contracts during 2014 is 1.00%. This rate will continue to be guaranteed to these 2014 contributions and transfers for 10 calendar years. The minimum guaranteed rate applicable to contributions and transfers into the TIAA Traditional Account under RCP and IRA contracts (issued on or after 10/11/2010) from March 1, 2014 through February 28, 2015 is 1.00%. The account also offers the opportunity for additional amounts in excess of the guarantee rate.
    Note: All IRA Minimum Distribution Option contracts and IRA contracts issued as a result of a divorce settlement will be given the same rate as the originating contract.
  3. Retirement Choice Inception Date: August 1, 2005
    Retirement Choice Plus Inception Date: June 1, 2006
    IRA (issued on or after 10/11/2010) Inception Date: October 11, 2010
    TIAA Stable Return Annuity Inception Date: July 1, 2006
Annuities are designed for retirement savings or for other long-term goals. They offer several payment options, including lifetime income. Payments from CREF and TIAA variable annuities are not guaranteed, and the payment amounts will rise or fall depending on investment returns.
Retirement Annuity (RA) TIAA Contract form series 1000.24
Group Retirement Annuity (GRA) TIAA contract form series G-1000.4 or G-1000.5; G1000.6 or G1000.7 (not available in all states)
Retirement Choice TIAA Contract form Series IGRS-01-5-ACC, IGRS-01-60-ACC, and IGRS-01-84-ACC; TIAA Certificate Series IGRS-CERT1-5-ACC, IGRS-CERT1-60-ACC, IGRS-CERT1-84-ACC
Supplemental Retirement Annuity (SRA) TIAA Contract form series 1200.8
Group Supplemental Retirement Annuity (GSRA) TIAA Contract form series G1250.1 (GSRA's are not available in all states)
Retirement Choice Plus TIAA Contract form Series IGRSP-01-5-ACC, IGRSP-01-60-ACC, IGRSP-01-84-ACC; TIAA Certificate Series - IGRSP-CERT1-5-ACC, IGRSP-CERT1-60-ACC, IGRSP-CERT1-84-ACC;
IRA Annuity TIAA Contract form series 1280.2 or 1280.4 (not available in all states), or TIAA-IRA-01
Roth IRA Annuity TIAA Contract form series 1280.3 or 1280.5 (not available in all states), or TIAA-Roth-01
Keogh TIAA Contract form series G1350 (Keoghs are not available in all states)
TIAA Stable Value TIAA Contract form series - SV-01/TIAA Certificate series - SV-CERT1
Stable Return Annuity TIAA contract form series Contract form series SR-01; Certificate series SR-CERT1

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. You should consider the investment objectives, risks, charges and expenses carefully before investing. Please click on an investment's name within the chart or call 877 518-9161 for a prospectus that contains this and other information. If your plan offers TIAA Access annuities, please click on an investment’s name for the contract prospectus or call 877-518-9161 for contract and underlying fund prospectuses that contain this and other information. Please read the prospectuses carefully before investing.

Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.

Investment products, insurance and annuity products: are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.



C558

© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017