News + Publications: 2004 ORP/TDA Analysis
2004 ORP/TDA Analysis of Possibilities
For the 30th consective year, the Texas Community College Teachers Association and the Texas Association of College Teachers has offered this analysis to assist educators in retirement planning. The staff of the two associations remain grateful for the efforts of Frank L. Wright, who managed the project for most of its history, and to the professionals of the ORP/TDA companies who cooperated in making this service possible.
Some documents below are in printable form using Adobe Acrobat Reader. The 18 Comparative Tables are presented in Microsoft Word format.
No investment decision should be based solely on data reported in this analysis. Past performance does not guarantee future success.
Overview of TRS and ORP (published by the Texas Higher Education Coordinating Board).
TCCTA Analysis of Possibilities for ORP/TDA 2004 (also found in the September 2004 Messenger).
Company Product Descriptions and Contact Information
COMPARATIVE TABLES (in Microsoft Word format).
This information is provided by the companies listed, current to December 31, 2003.
Table 1: Company Rankings
Table 2: Contract Expenses
Table 3: TDA Loans
Table 4: Fixed Rates
Table 5: Mutual Fund Money Market Accounts
Table 6: Mutual Fund Stock Accounts
Table 7: Mutual Fund Bond Accounts
Table 8: Mutual Fund Aggressive Growth Accounts
Table 9: Mutual Fund Stock-Bond Accounts
Table 10: Mutual Fund International/Global Accounts
Table 11: Mutual Fund Specialty Accounts
Table 12: Variable Annuity Money Market Accounts
Table 13: Variable Annuity Bond Accounts
Table 14: Variable Annuity Stock Accounts
Table 15: Variable Annuity Stock-Bond Accounts
Table 16: Variable Annuity International/Global Accounts
Table 17: Variable Annuity Social Awareness & Gold Specialy Accounts
Table 18: Variable Annuity Aggressive Growth Accounts
TCCTA publications are available in a printable format!
Using the free software Adobe Acrobat Reader 3.0 or later, members may download the Messenger in portable document format (".pdf"), with the look and format of the print version.