Retirement Plans - Investment Providers
Utah 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.
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 Fidelity Investments representative or a TIAA representative, click on the company's link below or contact the company's customer service department.
| Fidelity Investments | (800) 642-7131 |
| TIAA | (800) 842-2776 or (801) 883-5100 (in Salt Lake City) |
| Utah Retirement Systems | (800) 365-8772 or 366-7700 (in Salt Lake City) form |
RELATED LINKS:
- To Change Your Investment Provider in the 401(a) Plan, complete a 401(a) Plan Investment Provider Change Form.
- 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