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):

  • Minnesota Life Guaranteed Account
  • Minnesota Life Guaranteed Account Limited
  • Minnesota Life Separate Account A

Vanguard

Fidelity

Securian (any funds not listed to the left)

TIAA

Optional Retirement Plan

Securian (money in these funds):

  • Minnesota Life Guaranteed Account
  • Minnesota Life Guaranteed Account Limited
  • Minnesota Life Separate Account A
  • Fund D - Ivy Funds VIP Balanced
  • Fund D - SFT Core Bond Fund - Class II
  • Fund D - SFT Government Money Market Fund
  • Fund D - Ivy VIP Growth - Class II
  • Fund D - SFT Index 500 Fund - Class 2
  • Fund D - Ivy VIP Small Cap Growth - Class II

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.