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Service Providers

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

Who to Contact:

SURS

  • Changes of address and other personal information.
  • Changes in designated beneficiary(ies)
  • Coordinating withdrawals
  • Combined statement of all Providers

SERVICE PROVIDER

  • Choosing your Provider(s)
  • Allocation of Investments
  • Guidance in allocating investments
  • Quarterly statements in its Plan
  • Reallocation of contributions
Fidelity Investments
82 Devonshire Street
Boston, MA 02109
800-343-0860
www.netbenefits.com/surs
Principal Financial Group
(provider of monthly annuities for Fidelity Investments)
P.O. Box 10478
Des Moines, IA 50306-9906
877-210-5565 ext. 202
TIAA
730 Third Avenue
New York, NY 10017-3206
888-219-8310
www.tiaa.org/illinois
For more detailed information, please consult the Self-Managed Plan member guide.
Tags: 
SMP
Retirement Plans