SMU faculty and staff members may now make appointments for personal sessions with a Diversified representative to review how best to manage their own accounts during the transition process to the University’s new retirement plan administrator.
Diversified will serve as the record keeper for SMU retirement accounts. Under new and expanding governmental regulations, funds made available by the University will be regularly reviewed by a qualified independent financial advisor as well as SMU’s Retirement Plans Advisory Council, according to an announcement made by Provost Paul Ludden and Vice President for Business and Finance Chris Casey in May.
> Find more information at the HR blog
> Register for a one-on-one session
> Learn more at Diversified’s secure SMU website
> Read Diversified’s updated FAQ document on the transition
> Visit SMU’s Department of Human Resources online