SMU Retirement Plan Update

SMU and Diversified just completed a series of Community Meetings that were intended to provide a high level overview of the transition to Diversified, SMU’s new retirement plan record keeper.

Following the Community Meetings, Diversified will host a series of group education meetings at various campus locations, beginning September 26.  These sessions will provide more detailed information about the transition process and what you will need to do in the coming months.

The schedule of meetings, along with more detailed transition information, will be included in the mid-September issue of Diversified’s Outlook newsletter.  These newsletters will continue to be mailed to your home address.  To ensure you are receiving these communications, please review and update your Access.SMU business and personal information.

Please be sure to  register for a group education meeting as soon as possible!

FYI, the powerpoint presentation delivered during the community meetings is available on the SMU Retirement Plan website.

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