Retirement Plan Review Discussions Purdue University. Advisory and Faculty Representatives May 2010. Current Circumstances .
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Advisory and Faculty Representatives
Making a good plan better.
Jan 2009 Educational session to the Task Force Committee on retirement plans, including plan structures, trends and industry best practices; administrative and participant fees; investment options; plan architecture; and plan sponsor and participant services.
Feb – Apr 2009 Analyzed Purdue’s defined contribution plan, incumbent service providers, fees and investments to identify recommendations for future improvements to the plan structure, administration and investment line up.
May – Jun 2009 Issued an RFP to firms to provide defined contribution services, including: recordkeeping and administration, trustee services, communication, participant education, and recommended investment architecture.
July – Aug 2009 Reviewed RFP responses and selected vendor finalist for campus presentations.
Sept – Mar 2010 Completed finalist presentations, finalist evaluations, vendor demonstrations, vendor site visit, and investment review.
Mar 2010 Task Force Recommendation.
The proposed task force recommendations will: