Overall Rating Silver - expired
Overall Score 53.05
Liaison Dedee DeLongpre Johnston
Submission Date Jan. 28, 2011
Executive Letter Download

STARS v1.0

Wake Forest University
Tier2-3: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Angela Culler
Interim Asst. Vice President
Human Resources
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Does the institution offer a socially responsible investment option for retirement plans?:
Yes

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A brief description of the socially responsible investment option for retirement plans:
We offer a defined contribution retirement plan for full time faculty and staff after 2 years of employment and for part-time faculty and staff working more than 1000 hours during each of two consecutive 12-month periods. After completion of 2 years of service WFU contributes 5% of regular salary; after completion of 5 years of service WFU contributes 7.5% of regular salary; and after completion of 10 years of service WFU contributes 10% of regular salary. We offer three different investment providers: TIAA-CREF, Fidelity and Vanguard. WFU also offers a voluntary tax-deferred annuity plan for all faculty and staff. They may participate in this supplemental retirement plan at any time. We offer three different investment providers: TIAA-CREF, Fidelity and Vanguard.

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The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
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