SMP

SMP/RSP Quarterly Performance Reports

Description Summary: 
Sefl-Managed Plan and Retirement Savings Plan Quarterly Returns.

The most recent Quarterly Returns are at the top of the following table. Previous performance reports are available to provide members with historical fund analyses. Visit morningstar.com for additional information regarding benchmark performance. On Sept. 1, 2020, the Self-Managed Plan’s (SMP) name changed to the Retirement Savings Plan (RSP).

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Service Providers

Description Summary: 
Service Providers maintain member fund allocations, invest funds, send detailed quarterly statements, and forward summary statement information to SURS.

Service Providers maintain member fund allocations, invest funds, send detailed quarterly statements, and forward summary statement information to SURS.

Asset Allocation

Description Summary: 
A list of asset classes and a brief description of their meaning.

Simply spreading your savings over various types of investments is called diversification. But what´s the best way to diversify? The answer depends on the risk you´re willing to take, the rate of return you require, and how long before you will need the money. With those specifics, you can spread your savings among different classes of investments to minimize risk and help you meet your goals. This is called asset allocation.

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Self-Managed Plan

Description Summary: 
A list of helpful links for members in the self-managed plan.

The SURS Self-Managed plan (SMP) is a defined contribution plan that establishes an account into which your contributions and the employer (State of Illinois) contributions are placed. You decide how your account balance will be invested, selecting from a variety of mutual funds and variable annuities.

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