Meetings

RETIREMENT PLANS COMMITTEES

The Retirement Committees oversee the investments-plus-services program within the Tax-Deferred Investment 403(b) Plan and the Optional Retirement 401(a) Plan. The Retirement Committees are as follows:

  • Administration Committee
  • Investment Committee

These committees monitor funds placed on the core investment menu, as well as the administration of the plans. In order to receive input from the various groups of employees, the committee members are pulled from all seven universities and are made up of personell who are broadly representative of faculty, administrative staff, and classified employees.

 

UPCOMING PUBLIC MEETINGS

Administration Committee Meeting

Date: May 8, 2019

Time: 1:00 pm to 5:00 pm

 Location: Ford Alumni Center, University of Oregon

Agenda

Investment Committee Meeting

Date: May 10, 2019

Time: 9:00 am to 2:30 pm

Location: Ford Alumni Center, University of Oregon

Agenda

Meeting Materials

Minutes from 2.8.19

Callan Executive Report

Q1 Performance Report - Fidelity

Fidelity Q1 Reports;   BrokerageLink Brochure

Q1 Performance Report - TIAA

TIAA Q1 Reports;    TIAA RC/RCP Report

Q1 Performance Report - AIG/VALIC (mutual funds and annuities)

AIG Q1 Reports