ORP/UA Pension Vendors
Employees may choose among four professional investment companies to manage their Optional Retirement Plan and/or University of Alaska Pension Plan accounts:
Company | Address | Phone |
Fidelity Investments |
P.O. Box 770002 Cincinnati, OH 45277 |
(800) 343-0860 |
Lincoln National Life |
P.O. Box 2212 Fort Wayne, IN 46801 |
(800) 348-1212 (800) 478-6393 Toll Free in Alaska 452-6393 in Fairbanks |
TIAA |
P.O. Box 1259 Charlotte, NC 28201 |
(800) 842-2776 |
VALIC |
P.O. Box 2812 Portland, OR 97208 |
279-8302 in Anchorage 458-0101 in Fairbanks |
Fund Performance Data
Fidelity Investments
- Link to Fidelity funds (use the letters at the top of the page to find and view funds you are invested in)
Lincoln National Life
- Link to Lincoln funds
- Younker-Keyes & Associates, Inc.
- Younker-Keyes & Associates, Inc. Service Request Form
TIAA
VALIC
Links of Interest
Fidelity Web Workshops
- Getting on the Right Path With Your Workplace Savings Plan (approximately 10 minutes)
- Building a Portfolio for Any Weather (approximately 16 minutes)
- Creating a Plan for Lifetime Income in Retirement (approximately 24 minutes)
TIAA