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Retirement
UWRP/VIP Fund Review Committee Actions

Recommendations to the Executive Vice President:

Re UWRP Investment Policy Statement

On May 17, 2005, the Committee recommended and the Executive Vice President approved a UWRP Investment Policy Statement. This document was reviewed and approved by campus organizations which represent UWRP participants:

Re Adding Life Cycle Funds

On December 2, 2004, the Committee recommended the following:

The addition to the UW Retirement Plan of the age-based funds currently offered by Fidelity and Vanguard.

That the UW Benefits Office utilize the age-based funds of one of the Fund Sponsors as "default" for those mandatory new participants (as required at the end of the 2-year "optional period"), who make no initial allocation election.

This recommendation was approved by Weldon Ihrig on January 7, 2005.

VIP
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