WAICU Retirement Readiness Plan Transition Materials

Beginning on June 1, 2018 the Lawrence University Retirement Readiness Plan will transition to the WAICU Retirement Readiness Plan. Retirement accounts will continue with Transamerica. On-campus meetings were held with Transamerica on May 21-24 and Björklunden on May 25 to clarify this transition. If you were unable to attend one of these meetings, we have compiled transition materials below.

Meeting Presentation

Link to WAICU Retirement Readiness Plan Webpage

WAICU Retirement Readiness Plan Required Notice

WAICU Retirement Readiness Plan Investment Mapping Transition Plan

Schwab Personal Choice Retirement Account (PCRA) Brochure 

Lawrence University FAQ 

Lawrence University Transition Newsletter

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