How to Change Your Investment Company

You may change the investment company for your Basic Plan retirement savings account (TIAA or Fidelity Investments) through Wolverine Access. Follow these steps: 

  1. Go to Wolverine Access
  2. Enter 'Benefits' in the search bar
  3. Select the Benefits Self-Service tile
  4. Enter your uniqname and UMICH password; Two-factor (Duo) for Weblogin is required.
  5. Select the Initiate Ret Savings Elections tile
  6. Click the Enter my Basic/SRA Elections button
  7. Select the Retirement Vendor tile
  8. Review your current allocations, and then enter your new vendor allocation (the sum of your fund allocation must total 100.00)
  9. Click the Save button in the upper right hand corner
  10. Click the Finalize Elections button
  11. Click the Submit and View Stmt button