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Retirement Plan Compliance and Oversight

Retirement Plan Administration Committee

The University's Retirement Plan Administration Committee (RPAC) is responsible for ongoing monitoring of investment options made available under the retirement plan. The committee's oversight is guided by an Investment Policy Statement. The RPAC monitors fees on a regular basis, but fees are just one of many factors considered in selecting funds for the plan. If you think you might be interested in serving on the committee please contact us in Human Resources to discuss the nature of the commitment and potential meeting schedules.

Form 5500

Willamette University files an annual Form 5500 with the IRS and the Department of Labor. As part of this filing, the University is required to submit an independent auditor's report of the plan.

Fee Disclosure

Fee disclosure documents fees associated with any assets in the plan be disclosed to participants through an annual fee disclosure process. You may also find fee disclosure information by logging into your account through Fidelity Investments. Fidelity assists Willamette in distributing all fee disclosures in a single envelope, including those from "legacy vendors" that still hold assets for the Plan.

Willamette University

Human Resources

University Services Building
Willamette University
900 State Street
Salem Oregon 97301 U.S.A.
503-370-6210 voice
503-370-6570 fax