Tag Archives: single record keeper

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 … Continue reading

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Don’t Miss the Group Education Meetings with Diversified, SMU’s Retirement Plan Single Record Keeper

Diversified is hosting a series of Group Education Meetings at various campus locations, the week of September 26 and on October 5. These sessions will provide more detailed information about the transition process and what you will need to do in the … Continue reading

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SMU Retirement Plan Update – Announcing Community Meetings Schedule

Having trouble viewing this post in your email? Visit the HR Blog for this and other HR messages. The following message was sent to the Faculty/Staff list servs on Friday, August 19.  Links in the image will not be clickable.  Scroll … Continue reading

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SMU Retirement Plan Update

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 SMU’s transition to Diversified, the single record keeper for the SMU Retirement Plan; effective … Continue reading

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