Campus Plan
Files and Documentation

This section serves as a comprehensive archive dedicated to tracking developments in university-specific retirement plans. It monitors key changes such as provider transitions, outcomes of requests for proposals (RFPs), and amendments to plan documents. All updates are sourced from publicly available disclosures and official participant notices, ensuring transparency and accuracy in reporting.

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Retirement Plan
Committees and Governance Oversight

University retirement plan committees, often referred to as fiduciaries, hold the critical responsibility of choosing and overseeing the plan's investment options and service providers. These committees ensure that the retirement plans operate in the best interests of the participants by regularly reviewing performance, fees, and compliance with regulatory standards. Our Campus Files closely monitor and document the decisions and actions taken by these committees, providing a transparent record that helps participants understand how their retirement plans are managed and how key choices affecting their benefits are made.

01

Investment Menu Monitoring

This involves regularly assessing fund performance against established benchmarks and making necessary adjustments by replacing underperforming investment options to optimize participant outcomes.

02

Fee Reasonableness Review

Committees periodically benchmark administrative and recordkeeping fees to ensure they remain competitive and fair, helping to control costs and protect participants’ interests.

Recent Contribution Changes

Institution Name Type of Change Current Status
Oregon State University Matching Contribution Update Enacted
University of North Carolina at Chapel Hill Vesting Schedule Adjustment Proposed
University of California, Berkeley Auto-Enrollment Percentage Modification Enacted
Currently undergoing an active provider or plan transition process. File Identifier: CPF-2024-MSU

Michigan State University

Located in the state of Michigan, this university's retirement plan activities and updates reflect regional regulatory and institutional practices relevant to its workforce and benefits administration.

Key Issue: Request for Proposal (RFP) concerning the selection of a new recordkeeper for the retirement plan.
Implementation Date: Scheduled for the first quarter of 2025.

Summary of Findings

The university's RFP committee is in the process of reviewing presentations from finalist providers. Their evaluation prioritizes proposals that offer streamlined fee structures and simplified investment menus, aiming to enhance plan efficiency and participant experience.

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Plan Amendment Recorded File Identifier: CPF-2024-UTX

University of Texas System

Based in Texas, this university system's retirement plan updates reflect state-specific regulatory environments and institutional policies affecting its employee benefits.

Key Issue: Plan Amendment Number 4
Implementation Date: Effective Immediately

Summary of Findings

This amendment clarifies eligibility criteria for employer matching contributions specifically for part-time clinical faculty members. Participants were informed of this update through an official notice distributed via the university's internal human resources portal on September 30.

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Fee Disclosure Document File Identifier: CPF-2024-YAL

Yale University

Situated in Connecticut, Yale University's retirement plan disclosures and updates reflect the institution's commitment to transparency and compliance within the state's regulatory framework.

Key Issue: Annual 404(a)(5) Fee Disclosure
Implementation Date: Effective November 1, 2024

Summary of Findings

The latest fee disclosure update shows a modest reduction of 2 basis points in the administrative recordkeeping fees. This decrease follows successful renegotiations by the plan committee aimed at lowering costs for participants while maintaining service quality.

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Source Transparency and Privacy Policy

Each Campus File entry on The Plan Ledger is compiled exclusively from publicly available university documents such as official Benefit Bulletins, Plan Sponsor Notices, and Requests for Proposal (RFPs). This approach ensures transparency while respecting participant privacy and data security.

No personally identifiable information about individual workers is accessed or shared. Our analysis strictly examines the overall design and structure of retirement plans at the organizational level.