New Investment Options for Emory's Retirement Plan

With generous basic and matching contributions, Emory’s retirement plan is a great way to help you prepare for retirement. Now, Emory is making changes to the plan to make it easier for you to choose your investments.

About the Changes

Get an overview of what is changing (and what is not changing).

View Changes

New Investment Options

See the new investment options that will be available starting October 1, 2021.

View Investment Options

Mapping Charts

Learn where Emory will automatically map (transfer) your investments on November 1, 2021 if you don’t wish to move your funds yourself.

Go to the Mapping Charts

Moving Your Investments

Learn how to move your investments on your own with these detailed instructions from each of Emory's retirement vendors.

Go to Instructions

Key Dates & Next Steps

Review key dates and see what next steps you may want to take.

View Key Dates & Next Steps

Additional Documents

Review important legal documents and additional information such as participant disclosure, investment descriptions, glossary of terms and more.

View Additional Documents

Retirement Vendor Contacts

Contact Emory's retirement vendors (Fidelity Investments, TIAA, or Vanguard) directly if you need more information about the changes to your investments. All three vendors also offer one-on-one, confidential consultations (by phone or video).

See Vendor Contacts

Webinars

View a recorded webinar to learn more about how the changes to Emory's retirement plan may impact you.

View Webinars

FAQs

Review these FAQs to understand more about the retirement plan changes.

See FAQs