Retirement Transition Chart
Important: The retirement plan transition is delayed until June 12, 2020. Please read this announcement the Retirement Plan Governance Committee sent regarding the delay here.
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 - all assets | TIAA - all assets |
| Faculty Retirement Plan (for contributions made before 7/1/1989) |
Securian (money in these funds):
Vanguard - all assets Fidelity - all assets |
Securian (any funds not listed to the left) TIAA - all assets |
| Optional Retirement Plan |
Securian (money in these funds):
Deutsche – all assets |
Securian (any funds not listed to the left) T. Rowe Price - all assets Vanguard - all assets Fidelity - all assets TIAA - all assets |
| 457 Deferred Compensation Plan |
Securian - all assets Fidelity - all assets Vanguard - all assets |
TIAA - all assets |
Note: You may be able to transition your assets from these service providers after the transition is complete in mid-June, 2020. Please view the information organized by vendor type for more details.