Retirement Transition Chart
What Will Transfer Automatically
As a result of the retirement plan transition, some investment assets will transfer automatically to Fidelity, but some assets will stay invested with the current retirement service provider. Please see the chart below for more information on what is transferring automatically. You can also find more details by viewing information organized by plan type or by vendor.
| Plan | Service providers with investments that will transfer to Fidelity | Service providers with investments that will stay at your current provider (see note below) |
| Faculty Retirement Plan (for contributions made after 6/30/1989) | Securian | TIAA |
| Faculty Retirement Plan (for contributions made before 7/1/1989) |
Securian (money in these funds):
Vanguard Fidelity |
Securian (any funds not listed to the left) TIAA |
| Optional Retirement Plan |
Securian (money in these funds):
Deutsche – all assets |
Securian (any funds not listed to the left) T. Rowe Price Vanguard Fidelity TIAA |
| 457 Deferred Compensation Plan |
Securian Fidelity Vanguard |
TIAA |
Note: You may be able to transition your assets from these service providers after the transition is complete in mid-April, 2020. Please view the information organized by vendor type for more details.