Your Provider will contact you with information on any reduction in annuity fees and how you can take advantage of these reduced fees. For specific questions on this process, contact your Provider di...
Mutual funds charge an investment management fee. Certain mutual funds also charge short-term trading fees if shares of the fund are held for less than a stated number of days. Variable annuities cha...
Almost every type of investment comes with risk. The level of risk you assume with a mutual fund depends on the investments you select (based on your investment objective, risk tolerance, need for liq...
A mutual fund is a type of investment that pools your money with that of other investors who have similar investment goals. A professional money manager invests the money in stocks, bonds and/or shor...
Yes, you may wish to invest with more than one Provider, depending on the investment products and services you want to have in your personal retirement portfolio. However, some people like the conven...
Contact your Provider directly. Each of the approved Providers offers a toll-free customer service number, Web site, and representatives to make account and investment changes....
Yes, you may change the destination of your future contributions without transferring your accumulated account balances....
Log on to UTRetirement Manager and click on the Enroll/Changepage for the program you wish to modify. Choose your new Provider from the list and complete a Transfer Verification form for both your cur...
Log on to UTRetirement Manager and click on the Enroll/Changepage for the program you wish to modify. Choose your new Provider from the list and follow the enrollment instructions to set up an accou...
Log on to UTRetirement Manager and click on the Enroll/Changepage for either the UTSaver TSA or UTSaver DCP. For the UTSaver TSA, you should contact your Benefits Office for a calculation of your con...