ORP/UA Pension Vendors
Employees may choose among four professional investment companies to manage their Optional Retirement Plan and/or University of Alaska Pension Plan accounts:
| Company | Address | Phone |
| Fidelity Investments | P.O. Box 770002 Cincinnati, OH 45277 | (800) 343-0860 |
| Lincoln National Life | P.O. Box 2212 Fort Wayne, IN 46801 | (800) 348-1212 |
| TIAA-CREF | PO Box 1259 Charlotte, NC 28201 | (800) 842-2252 |
| VALIC | P.O. Box 2812 Portland, OR 97208 | (800) 448-2542 |
Fund Performance Data
Fidelity Investments
- Link to Fidelity funds (use the letters at the top of the page to find and view funds you are invested in)
- Fidelity Strategic Discussion 5/18/10
- Fidelity Investment Review 6/15/10 (pdf)
Lincoln National Life
- Link to Lincoln funds
- Younker-Keyes & Associates, Inc.
- Younker-Keyes & Associates, Inc. Service Request Form
TIAA-CREF
VALIC
Links of Interest
Fidelity Web Workshops
- Getting on the Right Path With Your Workplace Savings Plan (approximately 10 minutes)
- Building a Portfolio for Any Weather (approximately 16 minutes)
- Creating a Plan for Lifetime Income in Retirement (approximately 24 minutes)
TIAA CREF
