| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 68.81 |
| Liaison | Dave Barbier |
| Submission Date | July 17, 2012 |
| Executive Letter | Download |
University of Wisconsin-Stevens Point
PAE-T2-6: Socially Responsible Retirement Plan
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Shelly
Janowski Sustainability Coordinator Facility Services |
Does the institution offer a socially responsible investment option for retirement plans?:
A brief description of the socially responsible investment option for retirement plans:
The Tax-Sheltered Annuity Program is a supplemental retirement savings program authorized by section 403(b) of the Internal Revenue Code. All University of Wisconsin employees, including student hourlies and graduate assistants — with the exception of some employees-in-training, fellows, and interns — are eligible to participate.
A System-sponsored workshop was offered by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF) called "Socially Responsible Investing Workshop", which was also available for viewing online.
Employees can also view a TIAA-CREF's Socially Responsible Investing booklet "Global Strategies, Global Impact", which is available online.
Socially responsible options include: TIAA-CREF Social
Choice; TIAA-CREF Social Choice Equity; Dreyfus Third Century Fund; Lincoln LVIP Delaware Social Awareness;
Neuberger Berman Advisers Management Trust Socially Responsive Portfolio; Calvert Variable Series, Inc. Social Balanced Portfolio.
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.