| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 59.16 |
| Liaison | Rebecca Walker |
| Submission Date | Feb. 6, 2014 |
| Executive Letter | Download |
Southern Oregon University
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Roxane
Beigel-Coryell Sustainability & Recycling Coordinator Facilities Management & Planning |
Does the institution offer a socially responsible investment option for retirement plans?:
A brief description of the socially responsible investment option for retirement plans:
After six full months of employment, eligible unclassified employees may choose between two retirement plans: the Oregon Public Service Retirement Plan (OPSRP) and the Optional Retirement Plan (ORP). The Optional Retirement 401(a) Plan - the “ORP”- is a defined contribution plan that academic and administrative unclassified employees may choose in lieu of PERS membership. The ORP has been in operation since 1996 and was updated November, 2007. Participants have a choice of investments-plus-services programs to suit their individual retirement planning needs. The ORP offers mutual funds and both fixed and variable annuities in participant-directed account. This plan is currently provided through Fidelity Investments. One of the plan's investment options includes the "Neuberger Berman Socially Responsible" actively managed fund.
The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.