Seattle Pacific University provides two avenues in planning for retirement:

• Money SPU contributes on your behalf :  Defined Contribution Plan - 401(a):   
• Money you can contribute on a tax deferred basis:   Employee Savings plan - 403 (b)   

• 403(b) contribution changes may now be made online with Diversified at www.divinvest.com

 SPU Investment Policy Statement

• General web page for Diversified Investment Advisors

• Socially Responsible Investing workshop - VIDEO.

• Socially Responsible Investing - powerpoint  

• Retirement Readiness Seminar, April 2011  - VIDEO

Fund Performance

Quarterly Rates and Returns 

Other information

• New Social Choice fund announcement - March 2011
• TIAA-CREF Social Choice fund information - March 2011

• Categories and Style Information Sheet 
• Fund Style Review 

Frequently Asked Questions about SPU's Plans

• Defined Contribution Plan - 401(a)
• Employee Savings Plan - 403(b)(7)

• Diversified Contact and Services Overview 
• Social Choice Comparison

Important Plan Documents

• Defined contribution Plan - 401(a)  -- Summary Plan Description (SPD) - effective July 1, 2011

• Employee Savings Plan - 403(b)  --  Summary Plan Description (SPD) - effective July 1, 2011

Log In to Vendor Websites

• Diversified Investment Advisors - Current plan provider

Prior Vendor websites

• Fidelity Investments
• TIAA-CREF
• Vanguard

• Social Security Administration (SSA) Tools

Special Announcements and Updates

• Summary Annual Report for Plan Year Ended June 30, 2009
• Summary of Material Modification -- PPA
• Summary of Material Modification - May 2009 
• Summary Annual Report for Plan Year Ended June 30, 2008            

• Employee notice 401(a) plan 
• Stabilization Package - Oct 2008
• Summary Annual Report for Plan Year Ended June 30, 2007
• Summary Annual Report: for Plan Year Ended June 30, 2006
• Summary of Material Modifications: July, 2005
• Summary of Material Modifications: July, 2004