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ORP Fund Menu

SUNY Retirement Plan Funds

The fund lineups for the SUNY Optional Retirement Program (ORP) and the SUNY 403(b) Voluntary Savings Plans are reviewed regularly, and periodically undergo adjustment involving the addition of new funds as well as the removal or replacement of certain funds as needed due to discontinuation or performance issues.  The current fund menus for each of the Authorized SUNY Investment Providers can be viewed at:

For information and assistance in choosing funds, visit our Choosing Your Investments web page, and/or contact the appropriate Investment Provider for additional information about their funds and for instructions on how to enroll or change your investment allocaton.

*You may be subject to the following restrictions: No surrender/withdrawal charges apply except for in-service transfers to other carriers. A 5% charge will apply to surrenders/withdrawals for in-service transfers during the first 15-year period from contract date (this applies to the current Series 11 contract). The first 10% per contract year will be free of charges (this applies to the older Series 5 contracts). Series 11 Rate of Surrender Charges: 5% applies to surrender/withdrawals for certain transfers. Surrender charge applies to Fixed Account Plus (FAP) only. Charge applies to internal and external transfers from FAP. Covered transfers without surrender charges ("free out") 20%. Series 5 Rate of Surrender Charges: 5% applies to surrender/withdrawal transfers to another funding entity. Surrender charge applies to entire contract (Fixed and Variable options). Charge applies to external transfers only. Covered transfers without surrender charge ("free out") 10%. Please contact your AIG Financial Advisor before initiating any transfers.

 

For further information and/or assistance, please contact the Benefits Office at your State-Operated College or Community College campus.

Retirement Plans