Introducing Diversified Retirement Corporation . . .

Willamette University is pleased to announce a change in the University’s retirement program. Based on several years of work leading to the unanimous recommendation of Willamette’s Retirement Plan Advisory Committee (RPAC), as well as the agreement of the Executive Committee of the Board of Trustees, the Willamette University Supplemental Retirement Plan merged into the Willamette University 403(b) Defined Contribution Retirement Plan to establish one plan administered by one company, Diversified Retirement Corporation (“Diversified”).  These changes were effective January 1, 2012. 

Announcement Letter

Q & A

SmartMoves Newsletter

Willamette University Retirement Plan Website

Diversified Website (Click on "New to the plan?" to set up an account)

More information about Diversified and the Retirement Plan Advisory Committee's work that led to this change can be viewed on the committee's public WISE site.  Login to WISE using your regular employee login information.  Click on "Membership" tab under Workplace Tools list on left of page.   On the Membership page, click on "Joinable Sites" and either scroll to "WU Retirement Plan" or type it into the search window.  Click "Join" and you should be able to access the site.  If you need assistance, please contact Suzie Torre-Cross or Keith Grimm in the Human Resources Office at ext. 6210.

TRANSFERS
Diversified continues to support tranfers from our previous vendors.  For assistance with account consolidation, call 800-275-8714.  You can also email consolidate@divinvest.com.  These representatives are available Monday through Friday, 8am to 6pm central time. 

INDIVIDUAL MEETINGS
Diversified participant counselors visit campus a number of times each year.  Check with Human Resources to find out when a visit is scheduled.  Participant counselors, including the same ones who visit campus, are also available by phone whenever you need help with your retirement account. Call (800) 288-7634 to speak to a participant counselor.

Following are some helpful flyers that can assist you in setting up a new account with Diversified, if you haven't already.