Broker Check

SURS Self Managed Changes 2020

Do you have a SURS Self-Managed Plan?

Do you have a SURS Self-Managed Plan?

If you do, you need to be aware of upcoming changes.

Highlights of the changes:

VOYA is taking over as the Record Keeper of this Retirement Plan

Current holdings with a few exceptions are being brought over to VOYA and invested into the new default investment option. 


  1. TIAA traditional Annuities will not move over to the new record keeper at this time. 
  2. Fidelity MIP Class 2 holding will not transfer in August but, will move later in 2020. 

The change will take place during the blackout period from August 14th to September 1st. 

SURS has published a recorded webinar that goes more in-depth on the changes that are coming.

If you have any questions about the impact to you and your retirement plan, please let me know, and we can schedule a meeting to discuss your financial situation. 

John B. Bennett, CFP®

August 6th, 2020