Retirement Plan Advisory Committee

Retirement Plan Committee

In accordance with best practices regarding administering 403(b) retirement plans, the Pacific University Retirement Plan Committee acts as fiduciaries to the plan and advises the Vice President for Financial Affairs & Administration on the following:

  • Evaluation and supervision of university retirement plan vendors
  • Selection of retirement vendors and monitoring of their performance against appropriate benchmarks
  • Monitoring compliance with investment policies through regular review
  • Reviewing employee perception of plan, educational offerings and non-routine employee communication
  • Reviewing reasonableness of costs passed on to participants through retirement plan vendors, fees or hard dollar assessments
  • Reviewing employee participant behavior, participation, investment activity and utilization as made available by the university retirement plan vendor(s)

Committee Membership Include:

  • Allie Losli, Chair, Controller
  • Tracy King, HR Generalist/Benefits Administrator
  • Leslie Limper, Director of Financial Aid
  • Alecia Neuman, Assistant Controller
  • Susan Pedersen, Senior Budget & Financial Analyst
  • Sue Stein, Professor, College of Health Professions
  • Jennifer E Yruegas, Director of Human Resources
  • Laura McNally, Professor, College of Business
  • Jamie Haag, Professor, Economics
  • Mike Millard, Professor, School of Pharmacy 

 

To learn more about the retirement plan, please access the TIAA website, available at: www.tiaa.org/pacificu  

For more information about the Retirement Plan Committee, please contact the Committee chair at loslia1@pacificu.edu.