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Office of Management & Finance

Bureau of Human Resources

Knowledgeable | Helpful | Responsive

Phone: 503-823-3572

Benefits Line: 503-823-6031

111 SW Columbia St., Ste 550, Portland, OR 97201

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Fixed Rate Investment Options

Fixed Rate Investment Options

RATES OF RETURN

As of September 30, 2017

Account Balance

Advantis Credit Union (1) (4) (5)

Net Returns

Voya Fixed Account (2) (3)

Net Returns

<$2,500

 2.75%

2.12%

$2,500 to $49,999

 2.75%

2.12%

$50,000 to $149,999

 2.80%

2.12%

$150,000 to $249,999

 2.85%

2.12%

$250,000 and above

 2.90%

2.12%

1) Expressed as the annual percentage yield (APY) as provided by Advantis Credit Union.  For additional information, visit https://www.advantiscu.org/pages/savings.html

2) The CURRENT gross earnings rate for the Voya Fixed Plus III -  457/401 Fund 4300 is 2.12%, which is net of administration fees of .13%, expressed as an annual effective yield, and is guaranteed not to drop below 2.12% through 12/31/2017.  The annual rate of interest to your account may be higher or lower than the current gross earnings rate. Restrictions may apply to transfers of funds from the Fixed Account to other contract investment options.  For additional information, visit https://prime.beready2retire.com/

3) For information relating to the insurability of the Voya Fixed Account funds through Oregon Life & Health Insurance Guaranty Association, visit http://www.orlifega.org/home.cfm

4) Visit additional Q&A information on payment of Advantis Rate of Return.  http://www.portlandoregon.gov/bhr/article/471349

5) Balances up to $250,000 are insured by the National Credit Union Association.  Balances over $250,000 are not insured.