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 (the fees were reduced effective 10/1/2024):
- Fidelity: A $12.50 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 $9 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.
The list below provides the approved recordkeeping vendors, which includes their own investment advisory services for MSU employees and retirees. MSU only has relationships with these approved vendors, and any other advisory solicitations are not endorsed, approved or affiliated with MSU.
MSU Human Resources is available to assist all employees with retirement questions and concerns.
| Investment Vendors | Available Plans | Appointments |
|
|
403(b) Base Retirement Program |
800-642-7131 |
|
TIAA |
403(b) Base Retirement Program |
TIAA Local Office |
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) |
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: Overnight Carrier: |
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.
