Updates to the SMP Investment Menu
Effective April 29, 2016, Fidelity is introducing a streamlined investment menu for the SMP with both Fidelity Investments and TIAA. You will still have several options for investing, but many of the funds will now feature lower fee share classes.
Beginning the week of February 29, both providers will be visiting SURS employers throughout the state. Attend a group session and take advantage of a one-on-one consultation to learn more about plan changes, take a fresh look at your fund allocations, and get answers to your questions. Registration is not required.
Participants in the SURS SMP are eligible to receive investment guidance from Fidelity Investments and TIAA. This service is available at no additional cost.
Upcoming Plan Transition Workshops
University of Illinois Chicago
- March 2, 2pm, College of Medicine Research Building, Moss Auditorium
- March 7, 9am and 12 Noon, 4pm College of Medicine West, 106
- March 8, 9am and 12 Noon, 4pm College of Medicine West, 106
University of Illinois Urbana Champaign
- March 31, 10am, 134 Temple Hoyne Buell Hall
- March 31, 2pm, 101 Armory
- April 1, 10am, 149 National Soybean Research Center
- April 1, 2pm, 100 Gregory Hall
Contact Information
Fidelity Investments and TIAA representatives are also available to help over the phone from 7:00 a.m. - 7:00 p.m. Central time, Monday through Friday, excluding stock market holidays. Simply call the number below or go online to schedule an appointment.
Fidelity Investments: Call 800-642-7131 or visit https://nb.fidelity.com/public/nb/default/fort
TIAA: Call 800-842-2252 or visit www.tiaa-cref.org/public/products-services/retirement-consultation
