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Retirement Plans
Investment ProvidersUtah Retirement Systems is the sole investment provider for the URS Plan.
The following companies are investment providers for the University's 401(a) Plan and the 403(b) and 457(b) Supplemental Retirement Savings Plans. Click on the links below to view each investment provider's dedicated University of Utah website for information about services and investment options.
Fidelity Investments
TIAA-CREF
Vanguard
Schedule a Confidential Retirement Consultation
Confidential retirement counseling is provided at no cost to University employees by each of the investment providers. To schedule an individual consultation with a licensed agent, click on the company's link below or contact the provider's customer service department.
Fidelity Investments (800) 642-7131 TIAA-CREF (800) 842-2776 or 883-5100 (in Salt Lake City) Vanguard Group (800) 662-0106 ext. 14500 Utah Retirement Systems (800) 365-8772 or 366-7700 (in Salt Lake City)
QUICK LINKS:
- To Change Your Investment Provider in the 401(a) Plan, complete a 401(a) Plan Investment Provider Change Form and submit it to the University Benefits Department.
- To Enroll in the 403(b) and/or 457(b) Plan, complete a Salary Reduction Agreement and submit it to the University Benefits Department.
- To Stop or Change the Amount You are Contributing to the 403(b) and/or 457(b) Plan, complete a new Salary Reduction Agreement and submit it to the University Benefits Department.
- To Change Your Investment Provider in the 403(b) and/or 457(b) Plan, complete a new Salary Reduction Agreement and submit it to the University Benefits Department.
- University-funded Retirement Plans
- Employee-funded Supplemental Retirement Savings Plan
- Change Investment Options
- Transfer Assets To Another University Investment Provider
- Enrolling and Making Changes
- Change Your Beneficiaries