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Your Retirement Plan Investment Options

Friday, February 9, 2018

As part of our commitment to offer you the best possible opportunities for your financial future, we recently completed a year-long review process of the Optional Retirement Plan (ORP) and Voluntary 403(b) Plan. Division of Human Resources and UA faculty representatives performed this review in partnership with Arizona State University, Northern Arizona University, the Arizona Board of Regents, and financial advisors at CAPTRUST.

In the next few days, current and past participants of the ORP and the Voluntary 403(b) Plan will receive a letter at their home address from the Arizona University System, announcing revisions to some of the current investment options in the ORP and 403(b) fund lineups. These changes will lead to more consistency between the two plans, lower fees, better returns, and more diversity in your investment choices. To preview the letter, click here.

If you have an ORP or 403(b) Plan account, no action is required on your part at this time. However, please review the letter you receive for more details on what is changing and how you may be affected. If you would like to schedule a time to meet with a representative from TIAA or Fidelity Investments, and review your account, visit the Division of Human Resources website1 to learn how.

Want to learn more?
For more information, frequently asked questions, to check your enrollment, and informational session dates, please visit the Division of Human Resources website.1

If you have any further questions, please email hrsolutions@email.arizona.edu or call:

Main Campus

UA Health Sciences

520-621-3660  Tucson 520-626-5593
Phoenix 602-827-2600

1 hr.arizona.edu/employees-affiliates/benefits/orp403b-changes-spring-2018