Let’s Start with the Award Winning 457(b) Plan

First Quarter, 2016 Reports

Presented at the Monthly Meeting of LAUSD Retirement Investment Advisory Committee, April 21, 2016

Total 457(b) Assets: Just short of $100 million in the Low-cost, Award Winning, Genuine Investment Retirement Plan. 5,423 Fortunate LAUSD Employees are invested in the 457b plan.

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Next, Let’s Take a Look at the Higher Cost 403(b) Annuity Products and Commissioned-Based Broker-Dealer Mutual Funds*

Total Assets and total number of LAUSD employees (“participants”)

Grand Asset Total for All Participants and All 27 Vendors is $2.46 BILLION! Yes, that’s a “B” for billion (Note: The total is not shown here, but it’s in another report).

*Tiaa-Cref and CalSTRS Pension 2 (Voya) are low cost, no load, none commissioned mutual funds