The retirement transition team is investigating this issue to see if affected Plan participants may access these closed funds in the new menu or, for those age 59 ½ and older, by rolling their Plan funds into a personal IRA.
If neither of these options is available, however, many vendors who have closed funds may have opened new, comparable funds, which may be available through the CU Plans' new self-directed brokerage option.
CU will provide an update on this issue online at www.cu.edu/nestegg, or you may call an Employee Services benefits professional at 303-860-4200, option 3, in the coming weeks to check for information.