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Planning For Retirement
Whether youre just starting to save, already saving, planning for life after work, or already enjoying it, State Farm® is there to help you fulfill your dreams and goals. Visit your local State Farm® Agent today – review your insurance and financial needs, discuss your investment options, and plan for your life ahead with the help of a variety of retirement accounts. Wherever you are in the planning stages, let us help you improve your chances of realizing your dreams.
Having A Baby
A new addition to the family is one of the most important events in a familys life. Whether youre a parent or a grandparent, there are new decisions and challenges facing you. Your registered neighborhood State Farm® Agent can help you put a plan in place such as a 529 College Savings Plan, Coverdell ESA, or UTMA account so youll be prepared for lifes future opportunities.
Saving For College
Now is a wonderful time to begin planning for future educational needs. Visit with your registered neighborhood State Farm® Agent who can put you on the right track with a College Savings Plan such as a 529 plan, Coverdell ESA, Roth IRA, or UTMA account. Plan well. Start today!
- Education Planning Get Started
- College Increases Earning Potential
- Reinvest Previous Childcare Expenses Toward Your Childs Educational Future
- Give The Gift Of Education
- Coverdell ESA vs. 529 plan
- What Will It Take To Save For College?
- 529 College Savings Plan
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Saving For Something Special
Is there a major purchase in your future? A car? A home? State Farm Mutual Funds® offers Individual, Joint, and Roth IRA accounts that can help put your dreams within reach. Call, click, or visit your neighborhood State Farm® Agent today to discuss your options for achieving your needs and goals.
I do. I do. Congratulations, youre married! Now, its time to plan ahead for everything coming your way. Its easy when you visit with your neighborhood State Farm® Agent where you can discuss your financial options, including a Traditional IRA, a Roth IRA, Joint accounts, and more.
Changing jobs? Let your neighborhood State Farm® Agent help you take control of the funds in your old retirement plan with a rollover or transfer to a Traditional or Roth IRA! Call in, click in, or stop by today.
Leaving The Nest
Ah, freedom. Now youre living on your own… starting a life of your own. Its time to start investing well. To help get you started in the right direction, visit with your neighborhood State Farm® Agent.
Your Agent can help you learn about starting a regular investment program and how investing early can help enable you to accumulate as much money as possible for your future. Whether its a Roth IRA, Traditional IRA, or Individual account with an automatic investment plan, the decisions are now yours let State Farm Mutual Funds® help you put a plan in place for your money.
Living In Retirement
Secure. Retirement. Two soothing words people dream about during life after work. Let your registered neighborhood State Farm® Agent help you plan for your post-work needs and goals. Call, click, or stop by today. Let us help you make plans you can live by with an Individual, Trust or Joint account, Traditional IRA, or rollover!
Starting A Business
Its good to be the boss: expressing your ideas and vision and building the success youve always dreamed of. As small business owners themselves, State Farm® Agents understand the challenges you face, including your needs for a retirement plan for yourself and your employees. Call, click, or stop by today. Lets swap stories and discuss how we can help you meet your needs and goals for a successful business.
Creating A Legacy
Memories stand the test of time. As you consider creating a will and plans for the future, also consider the memories a financial legacy could bring to those you care about most. Begin that plan today by speaking with your neighborhood State Farm® Agent who can discuss your many options including plans for a Trust, Joint or Individual account, Roth IRA, Traditional IRA, UTMA, or 529 plan.
Emptying The Nest
Congratulations on completing the journey to re-independence! Now that the kids are celebrating some independence of their own, its time to refocus your efforts on investing and saving for your retirement future.
Whether its building or keeping the nest egg you have, developing a plan for your personal dreams and goals, or making a plan for funding the future education of a grandchild, your neighborhood State Farm® Agent is there to help. Click, call, or stop in today. Lets celebrate your new independence and plan for the great things to come.
Receiving An Inheritance
When a loved one cares enough to leave a financial legacy through inheritance there are many ways to honor that decision by creating a financial strategy and possibly a legacy of your own. Thats exactly where your neighborhood State Farm® Agent can help. Call, click, or stop by today for details about building a future with your inheritance through a Joint account, UTMA, Individual account, Trust, and/or 529 plan, whichever may be right for your situation.
Before investing, consider the investment objectives, risks, fees and expenses of the funds. Contact State Farm VP Management Corp (1-800-447-4930) for a mutual fund prospectus, summary prospectus, or The State Farm College Savings Plan Enrollment Handbook and Participation Agreement containing this and other information. Read it carefully.
Investing involves risk, including potential for loss.
Automatic investment plans do not assure a profit or protect against loss.
When rolling over a 401 (k) into an IRA it's important to do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.Additional Disclosures
Mutual Funds Disclosures
Automatic investment plans do not assure a profit or protect against loss.
Neither State Farm nor its agents provide investment, tax, or legal advice.
It is not possible to invest directly in an index.
State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products.
As of June 2nd, 2010, additional fees may apply to certain accounts with balances less than $5000.
Each State Farm LifePath Fund invests all of its assets in a corresponding LifePath Master Portfolio under a master/feeder structure. BlackRock Fund Advisors (BFA) is the investment advisor to the LifePath Master Portfolios. State Farm Investment Management Corp. (SFIMC) is the investment advisor to the State Farm LifePath Funds. State Farm VP Management Corp. (SFVPMC) is the distributor of the State Farm LifePath Funds. Neither SFIMC or SFVPMC, or their affiliates, are affiliated with BFA or its affiliates.
BlackRock Investors Services (BIS) provides marketing support to the LifePath Master Portfolios. BFA and BIS are wholly owned subsidiaries of BlackRock Institutional Trust Company, N.A. (BTC). Neither BTC or its affiliates are affiliated with State Farm. BTC is located at 400 Howard Street, San Francisco, CA 94105.
BlackRock Fund Advisors (BFA) is the investment advisor to the S&P 500 Index Master Portfolio.
Ascensus provides recordkeeping and administrative services for retail 401(k) retirement plans offered by State Farm Investment Management Corp.
Net Asset Value (NAV) is calculated by adding all of the assets of a Fund, subtracting the Funds liabilities, then dividing by the number of outstanding shares.
The Russell 2000® Index tracks the common stock performance of the 2,000 smallest U.S. companies in the Russell 3000® Index.
The Russell 2500 Index tracks the 2,500 smallest companies in the Russell 3000 Index.
The Russell 1000 Index is a stock market index that represents the highest-ranking 1,000 stocks in the Russell 3000 Index.
The Russell Midcap Index measures the performance of the mid-cap segment of the US equity market and is a subset of the Russell 1000 Index.
The Dow Jones Industrial Average is an unmanaged average of 30 actively traded stocks.
The NASDAQ Composite is an unmanaged market capitalization weighted index that is designed to represent the performance of the National Market System.
The S&P 500® Index tracks the common stock performance of 500 large U.S. companies.
The S&P 1500 Index is a stock market index of U.S. stock that includes all stocks in the large cap S&P 500 Index, the mid cap S&P 400 Index, and the small cap S&P 600 Index.
The Morgan Stanley Capital International Europe, Australasia and Far East Free (EAFE® Free) Index currently measures the performance of stock markets of Europe, Australia, New Zealand, and the Far East.
The Morgan Stanley Capital International Europe Index is a free float-adjusted market capitalization index that is designed to measure developed market equity performance in Europe.
The Barclays 1-5 Year U.S. Treasury Index measures the performance of short-term U.S. Treasury Securities maturing within one to five years.
The Barclays U.S. Aggregate Bond Index represents debt securities in the U.S. investment grade fixed rate bond market.
The Barclays Municipal Bond Index is an unmanaged index representative of the tax-exempt bond market.
The Barclays High Yield Index includes all fixed income securities having a maximum quality rating from Moodys Investor Service of Ba1, a minimum amount outstanding of $100 million, and at least one year to maturity.
The Barclays TIPS Index measures the performance of the US Treasury Inflation-Protected Securities (TIPS) market.
The Citigroup 3 Month T-Bill Index is an average of the last 3-month Treasury bill issues (excluding the current month-end bill).
The FTSE EPRA/NAREIT Developed REIT and Non-Reit Index is a subset of the Developed Index, which is designed to track the performance of listed real estate companies and REITS worldwide.
The MSCI ACWI (All Country World Index) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets.
The Nikkei 225 Index is a price-weighted index comprised of Japans top 225 blue-chip companies on the Tokyo Stock Exchange.
The Credit Suisse High Yield Index is designed to mirror the investible universe of the $U.S. Denominated high yield debt market.
iShares and LifePath®, LifePath 2020®, LifePath 2030®, LifePath 2040®, and LifePath 2050® are all registered trademarks of BlackRock Institutional Trust Company, N.A. All other trademarks, service marks or registered trademarks are the property of their respective owners.
Standard & Poors®, S&P®, S&P 500®, Standard and Poors 500, and 500 are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use by State Farm Life Insurance Company, State Farm Life and Accident Assurance Company and the State Farm Variable Product Trust. Neither the Large Cap Equity Index Fund nor the Stock and Bond Balanced Fund is sponsored, endorsed, sold or promoted by Standard & Poors, and Standard & Poors makes no representation regarding the advisability of investing in the Large Cap Equity Index Fund or the Stock and Bond Balanced Fund.
The Russell 2000® Index is a trademark/service mark, and Russell is a trademark of the Frank Russell Company. The Small Cap Equity Index Fund is not sponsored, endorsed, sold or promoted by, nor in any way affiliated with the Frank Russell Company. Frank Russell Company is not responsible for and has not reviewed the Small Cap Equity Index Fund nor any associated literature or publications and Frank Russell Company makes no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise.
The EAFE® Free Index is a trademark, service mark and the exclusive property of Morgan Stanley Capital International, Inc. (MSCI) and its affiliates and has been licensed for use by the State Farm Variable Product Trust (the Trust). The International Equity Index Fund (the Fund), based on the EAFE® Free Index, has not been passed on by MSCI as to its legality or suitability, and is not issued, sponsored, endorsed, sold or promoted by MSCI. MSCI makes no warranties and bears no liability with respect to the Fund. MSCI has no responsibility for and does not participate in the management of the Fund assets or sale of the Fund shares. The Trusts Prospectus contains a more detailed description of the limited relationship MSCI has with the Trust and the Fund.
Each of the investment products and services referred to on the State Farm Mutual Funds web site is intended to be made available to customers or prospective customers residing in the United States. The customers U.S. permanent residence address must be a street address. This web site shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
Business Continuity Plan
State Farm VP Management Corp. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, download this information (PDF 27 KB) on our business continuity plan.
1-800-447-4930 Mutual Funds
1-888-702-2307 Variable Products
Not FDIC Insured