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2013 Options for Wesleyan Retirement Savings Plans |
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| The Wesleyan University
Retirement Plan Investment Committee has
recently completed an extensive review of
the Wesleyan Plans and investment options in
light of new regulations for 403(b) Plans.
To more closely monitor the funds and meet
the needs of all current and future Plan
participants, the fund menu will be
downsized to provide a simplified yet
diversified investment lineup. Effective
January 3, 2013, your new investment menu
(CORE Lineup Funds) will include the annuity
accounts and mutual funds shown on the Core
Lineup Funds link below. |
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| The investment providers
that will be available for both employer and
employee contributions effective January 3,
2013 are TIAA-CREF and Fidelity. |
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Contributions will no longer be made
directly to Vanguard, Dreyfus and Scudder
but a Fidelity Brokerage Link is available. |
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Employees who are
currently enrolled in these providers must
contact
retirementplaninvest@wesleyan.edu
to
enroll in either TIAA-CREF or Fidelity. |
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| The below links contain
important information regarding the changes
to the Core Lineup Funds. Please read
each document carefully. Questions
regarding any of the information provided
within these documents should be
addressed to
retirementplaninvest@wesleyan.edu. |
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Original
Notification: Important Changes to Fund
Options for Wesleyan Retirement Savings
Plans |
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Includes initial announcement, next steps,
mapping diagram. Emailed on
October 19, 2012 |
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Fund Mapping F.A.Q |
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List of 2013 Core Lineup Funds |
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Lists all the
funds available as of January 2013. |
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Detailed description of new TIAA-CREF fund
mapping |
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Detailed description of new Fidelity fund
mapping |
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