The investment options in the GW retirement plans (the George Washington University Retirement Plan for Faculty and Staff and the George Washington University Supplemental Retirement Plan) are regularly monitored by the plans’ Retirement Plan Investment Committee, with the assistance of an outside investment consultant. From time to time, the committee will make changes to the funds available through the retirement plans.
As the result of a recent review, the committee has decided to make the following changes to the retirement plans’ investment menu. Effective August 31, 2018:
- The Fidelity® Disciplined Equity Fund – Class K will be removed from the plan’s fund lineup. All assets invested in and future contributions to the fund will be moved to the Fidelity® 500 Index Fund – Institutional Class (FXSIX), which is an existing option in the plans.
- The Fidelity® Value Fund – Class K will be removed from the plan’s fund lineup. All assets invested in and future contributions to the fund will be moved to the Fidelity® Low-Priced Stock Fund – Class K (FLPKX), which is an existing option in the plans.
If you are currently invested in the Fidelity® Disciplined Equity Fund – Class K or the Fidelity® Value Fund – Class K and want your funds moved to the new funds noted above, no action is required by you. If you want to invest your funds in another investment option offered under the plans, please log in to your account at http://netbenefits.com/gw or contact Fidelity Investments at (800) 343-0860.
To learn more, please review the document, Changes to the George Washington University Retirement Plans (PDF).
