HR Rep Meeting 403(b) Plan Update

1
HR Rep Meeting403(b) Plan Update

• March 18th, 2008
• Jodi Martin

2
403(b) Plan Update

• Plan Improvements for 2008
• New Investment Options
• Addition of ready-mix lifecycle retirement
  funds effective April 1st, 2008.
• Vanguard Additional Target Retirement funds
• Fidelity New Freedom Funds
• TIAA-CREF New Lifecycle Funds
• Mutual Fund Brokerage Window
• Fidelity TIAA-CREF Open April 1st
• Vanguard Open April 15th

3
403(b) Plan Update

• Plan Improvements in 2008
• Default Investment Changes
• Beginning April 1st, participants without an
  investment selection will be invested in
  lifecycle retirement funds. New contributions
  only.
• Vanguard No change
• Fidelity Money Market to Freedom Funds
• TIAA-CREF Money Market to Lifecycle Funds
• Communications
• Newsletter Mailed to Participants 3/18
• News You Can Use Emory Report March
• Campus committee meetings
• Mailings from Vendors