M&A - GUARDIAN SEPARATE ACCOUNT R

Form Type: 497

Filing Date: 2025-03-04

Corporate Action: Merger

Type: New

Accession Number: 000119312525044398

Filing Summary: The document outlines a merger agreement where the Pioneer Bond VCT Portfolio (Class II) will be merged into the Victory Pioneer Bond VCT Portfolio (Class II) on or about April 1, 2025. This transaction will involve the Target Fund transferring all of its assets and liabilities to the Acquiring Fund in exchange for shares, which will be distributed to the Target Fund's shareholders. Effective from the Transaction Date, the Target Funds will no longer be available as investment options and will be replaced by the corresponding Acquiring Funds. Before the merger, investors have the option to change their premium payment allocations or transfer their contract value. For 30 days following the Transaction Date, investors can transfer their accumulation value from the Acquiring Fund to other available options without incurring fees. Additionally, updates to Dollar Cost Averaging, Portfolio Rebalancing, and Premium Allocation Instructions are mentioned, along with the absence of fees or tax liabilities due to the merger.

Form Type: 497

Filing Date: 2025-03-04

Corporate Action: Merger

Type: Update

Accession Number: 000119312525044405

Filing Summary: On March 3, 2025, a supplemental prospectus detailing the upcoming merger of the Pioneer Bond VCT Portfolio (Class II), referred to as the 'Target Fund,' into the Victory Pioneer Bond VCT Portfolio (Class II), known as the 'Acquiring Fund,' was issued. This action is pending shareholder approval as part of an Agreement and Plan of Reorganization. The Transaction Date is set for April 1, 2025, at which point the Target Fund will transfer all assets and liabilities to the Acquiring Fund, and Target Fund shareholders will receive shares of the Acquiring Fund. Investment options under existing contracts that currently include the Target Fund will be replaced by the Acquiring Fund post-Transaction Date. Investors can change allocation instructions or transfer contract values to other options until the Transaction Date. After the merger, no fees or tax liabilities will be incurred for these transactions, and confirmation of the transfer will be provided to investors. Changes to investment allocations can be made at any time before the Transaction Date.

Form Type: 497

Filing Date: 2025-03-04

Corporate Action: Merger

Type: New

Accession Number: 000119312525044453

Filing Summary: The document details a merger involving the Pioneer Bond VCT Portfolio (Class II) as it will merge into the Victory Pioneer Bond VCT Portfolio (Class II) as part of an Agreement and Plan of Reorganization. This transaction is set to take place on April 1, 2025, where the Target Fund will transfer all assets and liabilities to the Acquiring Fund in exchange for shares that will be distributed to shareholders of the Target Fund. After the Transaction Date, the Target Fund will no longer serve as an investment option, being replaced by the corresponding Acquiring Fund. Shareholders will have the opportunity to change their investment allocations prior to the transaction, and no fees or tax liabilities will be incurred due to this transaction. The document also covers changes to administrative programs such as Dollar Cost Averaging and Portfolio Rebalancing, which will automatically transition to the Acquiring Fund if no new instructions are provided by the shareholders.

Form Type: 497VPU

Filing Date: 2025-03-04

Corporate Action: Merger

Type: New

Accession Number: 000119312525044401

Filing Summary: On March 3, 2025, The Guardian Insurance & Annuity Company, Inc. announced a merger involving the Pioneer Bond VCT Portfolio (Class II), referred to as the Target Fund, which is set to merge into the Victory Pioneer Bond VCT Portfolio (Class II), designated as the Acquiring Fund. The merger, approved by the Board of Trustees of Pioneer Variable Contracts Trust, is subject to shareholder approval and is expected to take place on or about April 1, 2025. Upon the completion of the merger, all assets and liabilities of the Target Fund will be transferred to the Acquiring Fund, with shareholders receiving corresponding shares of the Acquiring Fund. As a consequence, after the transaction, the Target Fund will cease to be available as an investment option under existing contracts, being replaced by the Acquiring Fund. Policyholders can change their premium payment allocations and transfer their contract values to other available investment options. The document indicates that there will be no fees, charges, or tax liabilities incurred by policyholders due to this merger. It also outlines procedures for transferring accumulation values and the impact on administrative programs such as Dollar Cost Averaging and Portfolio Rebalancing, including the necessity for investors to provide new allocation instructions prior to the Transaction Date for affected funds.

Form Type: 497VPU

Filing Date: 2025-03-04

Corporate Action: Merger

Type: New

Accession Number: 000119312525044412

Filing Summary: The document details a merger between the Pioneer Bond VCT Portfolio (Class II), referred to as the 'Target Fund', and the Victory Pioneer Bond VCT Portfolio (Class II), referred to as the 'Acquiring Fund'. The Board of Trustees of Pioneer Variable Contracts Trust has approved the merger, which is subject to shareholder approval. On April 1, 2025, the Target Fund will merge into the Acquiring Fund, transferring all its assets and liabilities. Following the Transaction Date, the Target Fund will no longer be an available investment option, replaced by the Acquiring Fund. Investors are allowed to change their premium payment allocations and can transfer their contract value to other available investment options. Any amounts allocated to the Target Fund at the close of the Transaction Date will be transferred to the corresponding Acquiring Fund without incurring any fees or tax liabilities. The document also outlines that certain administrative programs such as Dollar Cost Averaging and Portfolio Rebalancing will be affected by this merger, requiring participants to update their allocation instructions accordingly.

Form Type: 497VPU

Filing Date: 2025-03-04

Corporate Action: Merger

Type: New

Accession Number: 000119312525044460

Filing Summary: This document announces the upcoming merger of the Pioneer Bond VCT Portfolio (Class II), referred to as the Target Fund, into the Victory Pioneer Bond VCT Portfolio (Class II), known as the Acquiring Fund. The merger is subject to shareholder approval and is part of a planned reorganization approved by the Board of Trustees of Pioneer Variable Contracts Trust. The effective date of the transaction is set for April 1, 2025. Following the merger, the Target Fund will transfer its assets and liabilities to the Acquiring Fund and shares of the Acquiring Fund will be distributed to current shareholders of the Target Fund. After the transaction, the Target Fund will no longer be available as an investment option, but shareholders will receive confirmations reflecting their new allocations. While the Target Fund remains open to investors until the Transaction Date, shareholders have the opportunity to adjust their investment allocations prior to the merger. Those with Dollar Cost Averaging and Portfolio Rebalancing programs involving the Target Fund can update their instructions before the Transaction Date, or their programs will automatically update on the Transaction Date. The document reassures that no fees or tax liabilities will be incurred due to the transaction, and offers contact information for additional assistance.