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
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


MSU Microsite
PO Box 1293
Charlotte, NC 28201-1293
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


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

403(b) Supplemental Program
457(b) Deferred Compensation Plan 
Lord Abbett
c/o SS&C Technologies
PO Box 219336
Kansas City, MO  64121
403(b) Supplemental Program 
AIG Retirement Services
(formerly VALIC)
Document Control
PO Box 15648
Amarillo, TX  79105
403(b) Supplemental Program
457(b) Deferred Compensation Plan 



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.

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