RETIREMENT INVESTMENT VENDORS

Approved Investment Vendors for MSU Retirement Plans

The following investment vendors are options for the the 403(b) Retirement Plan and the 457(b) Deferred Compensation Plan. You may contact your investment vendor for forms, general fund information, fund performance, existing account information, allocation changes, transfers, withdrawals and beneficiary information. 

There is a quarterly recordkeeping fee for each of the 403(b) Plan and 457(b) Plan accounts at the vendors: 

• Fidelity:  A $13 quarterly recordkeeping fee will be charged to the account ($0 for the 403(b) Plan account if employed and the account balance is less than $5,000).
• TIAA:  A $10 quarterly recordkeeping fee with be charged to the account.

Approved Investment Vendors may accept MSU 403(b) Retirement Plan and 457(b) Deferred Compensation Plan intra-plan contract exchanges from both Approved Investment Vendors and Former Investment Vendors, and non-MSU rollovers.

MSU Human Resources is available to assist all employees with retirement questions and concerns.

Investment Vendors	Available Plans	Appointments
Fidelity Investments MSU Microsite    PO Box 770002 Cincinnati, OH 45277-0090 800-343-0860 Watch a Fidelity video to learn more	403(b) Base Retirement Program 403(b) Supplemental Ret. Program 457(b) Deferred Compensation Plan	Make an appointment 800-642-7131
TIAA MSU Microsite PO Box 1293 Charlotte, NC 28201-1293 800-842-2252 Watch a TIAA video to learn more	403(b) Base Retirement Program 403(b) Supplemental Ret. Program 457(b) Deferred Compensation Plan	Make an appointment TIAA Local Office 4660 South Hagadorn Rd East Lansing, MI 48823 517-203-3610 866-842-2825

 

Former Approved Vendors

The following Former Approved Vendors were terminated on December 31, 2011 and may no longer accept contributions or intra-plan exchanges. Participants may maintain their existing accounts with these vendors. Participants can continue to work directly with the Former Approved Vendors on the servicing and administration of their accounts, including the available investment options.

Former Investment Vendors	Plan Type
Equitable (AXA Equitable) EQUI-VEST Processing PO Box 4956 Syracuse, NY  13221 800-628-6673	403(b) Supplemental Program 457(b) Deferred Compensation Plan
Lord Abbett c/o SS&C Technologies PO Box 219336 Kansas City, MO  64121 888-223-0020	403(b) Supplemental Program
AIG Retirement Services (formerly VALIC) Document Control PO Box 15648 Amarillo, TX  79105 800-448-2542	403(b) Supplemental Program 457(b) Deferred Compensation Plan
Vanguard 800-523-1188 USPS: P.O. Box 982903  El Paso, TX  79998-2903 Overnight Carrier: 5951 Luckett Court, Suite A3 El Paso, TX  79932	403(b) Base Program 403(b) Supplemental Program

 

Former Approved Retirement Investment Advisory Service

MSU's contract with StraightLine ended on July 6, 2016. StraightLine can be contacted by calling 877-338-4032.