By now you should have received the first issue of Diversified Outlook newsletter, mailed to your home address on Monday. The newsletter provides an overview of SMUâ€™s transition to Diversified, the single record keeper for the SMU Retirement Plan; effective January 1, 2012.
Effective immediately, you will have access to the new SMU Retirement Plan website maintained by Diversified. You will find a copy of the Outlook newsletter on the website. The website will be updated regularly in the coming months so be sure to visit often for:
- Upcoming Outlook newsletters
- Information regarding community meetings and group educational sessions
- Information regarding one-on-one enrollment meetings
- Retirement planning information and resources
- Following the transition period, access to your personal Diversified account
If you have any questions, please call Diversified at 888-676-5512 or email firstname.lastname@example.org.