Overall Rating Silver - expired
Overall Score 59.16
Liaison Rebecca Walker
Submission Date Feb. 6, 2014
Executive Letter Download

STARS v1.2

Southern Oregon University
PAE-T2-6: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Roxane Beigel-Coryell
Sustainability & Recycling Coordinator
Facilities Management & Planning
"---" indicates that no data was submitted for this field

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:

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 and complete the Data Inquiry Form.