Retirement Investment Vendors
Approved Investment Vendors for MSU Retirement Plans
Michigan State University is proud to offer faculty and staff a variety of investment opportunities for the 403(b) Retirement Plan and the 457(b) Deferred Compensation Plan. MSU Human Resources Benefits is available to assist all employees with retirement questions and concerns.
The following investment vendors are options for the MSU Plans. You may contact your investment vendor for forms, general fund information, fund performance, existing account information, allocation changes, transfers, withdrawals and beneficiary information.
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.
| Investment Vendors | Available Plans | Appointments |
|
|
403(b) Base Program |
Make an appointment 800-642-7131 |
|
TIAA-CREF |
403(b) Base Program |
Make an appointment TIAA-CREF Local Office 4660 South Hagadorn Rd East Lansing, MI 48823 517-203-3610 866-842-2825 |
Need help in deciding which investment vendor and investments are right for you?
StraightLine is a retirement advisory service for MSU faculty, staff and retirees. StraightLine can provide independent, research-based, third party investment advice regarding investments in our 403(b) Base Retirement, 403(b) Supplemental Retirement and the 457(b) Deferred Compensation accounts.
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 |
|
AXA Equitable |
403(b) Supplemental Program 457(b) Deferred Compensation Plan |
| Lord Abbett c/o DST Systems PO Box 219198 Kansas City, MO 64121 800-223-0020 |
403(b) Supplemental Program |
| VALIC Document Control PO Box 15648 Amarillo, TX 79105 800-448-2542 |
403(b) Supplemental Program 457(b) Deferred Compensation Plan |
| The Vanguard Group PO Box 1101 Valley Forge, PA 19482 800-523-1188 |
403(b) Base Program 403(b) Supplemental Program |
