Investment Managers and Contractors
Description Summary:
A list of Investment Managers and Contractors by investment type.
- Life Events
- Retirement Plans
- Traditional Plan A list of helpful links for members in the traditional plan.
- Active Members Links to active member information for the traditional plan.
- Benefit Recipients Links to benefit recipient information for the traditional plan.
- Forms & Guides Forms and guides for members in the traditional plan.
- Inactive Members A listing of links for inactive SURS members.
- Traditional Plan Member Guide Download the traditional plan member guide.
- Traditional Plan Retirement Application Download the traditional plan retirement application by clicking this link.
- Two-Tier Retirement System Chart
- Portable Plan A list of helpful links for members in the portable plan.
- Active Members Links to active member information for the portable plan.
- Benefit Recipients
- Forms & Guides Forms and guides for members in the portable plan.
- Inactive Members
- Portable Plan Member Guide Download the portable plan member guide by clicking on this link.
- Portable Plan Retirement Application Download the portable plan retirement application by clicking this link.
- Two-Tier Retirement System Chart
- Self-Managed Plan A list of helpful links for members in the self-managed plan.
- Forms & Guides Forms and guides for members in the self-managed plan.
- Fund Overview
- Self-Managed Plan Member Guide Download the self-managed plan member guide by clicking this link.
- Self-Managed Plan Retirement Application Download the self-managed plan retirement application by clicking this link.
- Service Providers
- SMP Quarterly Performance Self-Managed Plan Quarterly Returns.
- Getting Started Guide
- Investment Options Guide
- How to Choose Your Retirement Plan Review your plan options by following the list provided on this page.
- Benefits
- Insurance
- State Employee Insurance Plan Insurance information for members in the state employee insurance plan.
- Claim Appeal Process Information about appealing an insurance claim.
- Forms & Guides State Employee Insurance Plan Forms & Guides
- State Employee Insurance Legislation A listing of the state employee insurance legislation.
- Responsibilities of CMS and SURS Explanation of the State Insurance Plan responsibilities of CMS and SURS.
- Frequently Asked Questions Insurance - State FAQ
- Moving Out of State Information about health insurance under an HMO and moving out of state.
- Opt-out Incentives
- Investments
- Reports Refer to the list below of important investment reports.
- Actuarial Valuation Reports & Experience Studies
- Investment Information Report Download the current investment report containing asset allocations, custodians, managers, and service providers information.
- Investment Update Monthly investment update.
- Quarterly Standard Investment Reports
- Reports to Governor and General Assembly Reports to the Governor and General Assembly.
- The Annual Financial Report
- Investment Policies
- Defined Benefit, SMP, Procurement Information regarding investment manager agreements, global equity RFPs and Investment Consultant Services RFPs.
- Corporate Governance Includes the SURS proxy policy and quarterly issue summary reports.
- Questionnaires Minority- and Female-Owned Brokerage firms Questionnaires.
- Asset Allocation A brief description of asset classes.
- Investment Committee Investment committee members and meeting minutes.
- Investment Plan The Investment Plan reviews the results of each fiscal year and defines the strategy for the new fiscal year.
- Legislation
- News/Publications
- Publications The advocate, member guides and special newsletters from SURS.
- All About SURS The following booklet was created to help educate our legislators and their staff about SURS and our funding needs.
- SURS In Brief An overview of the State Universities Retirement System in a short two page document.
- The Advocate The Advocate newsletter contains news and information regarding recent legislation, board members, benefits and investments.
- The Annual Financial Report The Annual Financial Report
- Seminars/Webinars A listing of upcoming SURS seminars and webinars.
- Resources
- Videos Educational videos pertaining to all SURS plans.
- Fact Sheets, Charts and Brochures Fact Sheets, Charts and Brochures for Disability, Insurance, Retirement & Social Security.
- Navigation Tips Tips to help one navigate the www.surs.org website.
- Don't know your plan type? Instructions for finding out your plan type.
- Seminars/Webinars A listing of upcoming SURS seminars and webinars.
- Forms
- FAQs
- College Insurance Plan FAQs Frequently asked questions related to the college insurance plan.
- Disability FAQs Frequently asked questions regarding disability benefits.
- General FAQs A general listing of frequently asked questions.
- Retirement FAQs Frequently asked questions regarding retirement.
- Self-Managed Plan FAQs Frequently asked questions regarding the self-managed plan.
- Separation Refund FAQs Frequently asked questions regarding separation refunds.
- State Insurance FAQs Frequently asked questions regarding insurance.
