You may change the investment company for your Basic Plan retirement savings account (TIAA or Fidelity Investments) through Wolverine Access. Follow these steps:
- Go to Wolverine Access
- Enter 'Benefits' in the search bar
- Select the Benefits Self-Service tile
- Enter your uniqname and UMICH password; Two-factor (Duo) for Weblogin is required.
- Select the Initiate Ret Savings Elections tile
- Click the Enter my Basic/SRA Elections button
- Select the Retirement Vendor tile
- Review your current allocations, and then enter your new vendor allocation (the sum of your fund allocation must total 100.00)
- Click the Save button in the upper right hand corner
- Click the Finalize Elections button
- Click the Submit and View Stmt button