Updated FAQs for the Transition to a Single Record Keeper with Diversified for SMU’s Retirement Plan

As indicated in President Turner’s letter to Faculty and Staff on October 4, 2011, SMU has listened to employee input and has amended the fund line-up for the transition to a single record keeper for the SMU Retirement Plan.
Read President Turner’s letter

Diversified, SMU’s single record keeper administrator, has updated their list of Frequently Asked Questions to reflect the changes.
Read the updated Frequently Asked Questions

Faculty and Staff may now sign up for a personal session with a Diversified representative to review the transition process and how to best manage their individual account(s) during the process.
Sign up for a One-on-One meeting

For more information, visit the Diversified website for SMU employees.

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