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Self-Managed
| SECTION LINKS |
| - ALLOCATION |
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| - FAQS |
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| - FORMS & GUIDES |
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| - FUND OVERVIEW |
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| - PERFORMANCE |
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| - SRVC PROVIDERS |
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| - SURS HOME |
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| PLANS |
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| - HOW TO CHOOSE |
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| - PORTABLE |
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| - SELF-MANAGED |
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| - TRADITIONAL |
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SURS:Self-Managed:Self-Managed PlanSelf-Managed Plan
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.
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.Member Guide (PDF)
Learn more specific information about the benefits of the Self-Managed plan.Plan Comparison Matrix (PDF)
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 (PDF)
Use this form to apply for retirement benefits of the Self-Managed plan.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.
| News
Executive Committee Meeting June 29th
SURS Announces Results of Board Election March Board Meeting and Investment Committee Meeting Minutes Benefits Choice is May 1-31 RFP / Q&A: Infrastructure Managers Search  Calendar
Independence Day Observed July 3 Labor Day September 7 Committee Meetings September 10 Board Meeting September 11 Investment Committee October 29 |
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| Copyright © 2001-2009 State Universities Retirement System. |