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.
- Introduction Letter and Plan Information
- Annuity Expense Disclosure
- Benchmark Comparison Chart
- Investment Option Fee Disclosure
- Other Plan Expenses