Retirement Transition Seminars

Register here for one of the Transition Seminars.

Last fall the University of Minnesota announced important changes to these UMN retirement plans:

  • Faculty Retirement Plan (FRP),
  • 403(b) Optional Retirement Plan (ORP), and
  • 457(b) Deferred Compensation Plan (457 Plan).

These changes will take effect on April 1, 2020, and will include a transition to Fidelity as recordkeeper of the plans, and a newly designed, and streamlined, investment fund lineup.

 Looking for more information?

  • Review the Retirement Plan Transition website. This site describes the full details of this transition including new investment fund options, frequently asked questions, a glossary of terms, and information both by plan and by current vendor.

  • You can also contact Sarah Mattson at x6021, or University Benefits by calling 4-UOHR (612-624-8647 or 800-756-2363) and select option 1 or via email to benefits@umn.edu

  • For questions about your current account, contact your current plan’s vendor.  

Thursday, March 5, 2020 at 2:00pm to 3:30pm

Student Center, Oyate Hall—University Room
600 East 4th Street, Morris, MN 56267

Event Type

Seminar

Audience

Faculty/Staff

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