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STATE UNIVERSITIES RETIREMENT SYSTEM

Executive Director: William E. Mabe

Chairperson:  Lindsay Anderson

Self-Managed Plan

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The SURS Self-Managed plan (SMP) is a defined contribution plan that establishes an account into which your contributions and the employer (State of Illinois) contributions are placed. You decide how your account balance will be invested, selecting from a variety of mutual funds and variable annuities.


ABC's of SMP

This is an overview of the Self-Managed Plan procedures including service credit cost, availability, methods of payment, and benefit. It also details how to transfer your funds, reallocate contributions, apply for retirement, and contact your fund Providers.

Asset Allocation

Investment studies have shown that asset allocation is the most important factor influencing the return on your portfolio. This information will explain the difference between asset classes and provide you with some portfolio examples.

Forms and Guides

Resources for SMP members including the Member Guide and retirement application, as well as information regarding service credit, insurance, and tax forms.

Frequently Asked Questions

Get answers to frequently asked questions regarding retirement, insurance, disability, refunds, and more.

Fund Overview

A brief review of the investment approach and an assessment of each investment option offered in the Self-Managed Plan.

Helpful Sites

Use these links to find the latest tax forms available, contact your SMP Provider, learn about the State Universities Annuitant Association, and much more.

Insurance Booklet

This booklet provides you with the necessary forms to apply for insurance under the Self-Managed Plan.

Member Guide

Learn more specific information about the benefits of the Self-Managed plan.

Plan Comparison Matrix

Compare the differences between the Portable, Traditional, and Self-Managed Plans.

Quarterly Performance

The most recent SMP Quarterly Returns and previous performance reports are available to provide members with historical fund analyses. Also provides information on benchmarks and their interpretation.

Retirement Application

Use this form to apply for retirement benefits of the Self-Managed plan.

Self-Managed Plan Educational Videos

The SMP Educational Videos are a member resource to view fund provider Self-Managed Plan instructional videos and SURS instructional videos. This resource helps members learn how to navigate their SURS online resources and fund provider resources.

Self-Managed Plan Retirement Planning Fact Sheet

A retirement readiness checklist.

Self-Managed Plan Seminars/Webinars

Service Providers

Service Providers maintain member fund allocations, invest funds, send detailed quarterly statements, and forward summary statement information to SURS. Learn who to contact if you need to change your allocations or coordinate a withdrawal.

Videos

SURS Videos to help guide you through various topics such as logging on and navigating the Member Website, the Benefit Estimator, information regarding the Traditional Plan, and more!