Human Resources

Retirement Plan Vendor Fee Disclosure

Willamette University changed to a single vendor, single plan arrangement effective January 1, 2012.  New federal fee disclosure requirements effective this year require that fees associated with any assets in the plan be disclosed to participants through an annual fee disclosure process.  Below are links to fee disclosure documents provided by our current vendor, as well as all past vendors that still hold assets under the  retirement plan sponsored by Willamette University, the Willamette University Defined Contribution Retirement Plan.  In addition to this web-based disclosure, you will receive disclosures in the mail for each vendor with whom you have assets in the plan. 

Should you have any questions concerning this information, please don't hesitate to contact Human Resources at ext. 6210.

Current Vendor

Diversified Retirement Corporation

Past Vendors

American Funds

Calvert

The Standard

TIAA-CREF

VALIC

Vanguard