YMCA Retirement Fund

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Enjoying a comfortable retirement depends on having adequate income. While about half of the baby boomers appear to be financially ready, the other half face an uncertain future. Read more…

Understanding the Value of the YMCA Retirement Benefit
Learn about the importance of the retirement benefit as part of a comprehensive compensation program.

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The YMCA Retirement Fund is a Long-Term Value Proposition

The clearest measure of comparable value of the Fund is the long-term benefit as indicated by the charts below:

3 Years

5 Years

10 Years

Average Annualized Rates of Return for Periods Ended January 31, 2010

3 Years

5 Years

10 Years

YRF Account

6.86%

8.61%

8.04%

65/35 Blend

-2.09%

2.31%

2.62%

YMCA Retirement Fund Account

65% Stocks / 35% Bonds

The blended return represents a 65% weighting in stocks and 35% in bonds. Stocks use the Russell 3000 index, or the total US stock market. Bonds use the Barclays Capital Aggregate which measures the return for domestic bonds.

You Asked...

	What should I be looking for on my 2009 Benefits Statement? 7/15/2009
	How secure is my annuity? 12/15/2008
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