The Unitarian Universalist (UU) Organizations Retirement Plan participants select their investments when they initially enroll.
Thereafter, participants may reallocate. Some experts recommend reviewing and potentially reallocating every six months, and when certain life events such as marriage, birth, divorce, etc., occur.
To view investment options, log in to your Empower account, click on Account on the top menu, then click on Overview. Then on the left click on Investment lineup. This will list all the options and give more information.
A list of current options:
| Name | Symbol | Category |
| Boston Trust Walden CIT | Large Cap | |
| Boston Trust Walden Small Cap CIT | Small Cap | |
| Capital Group EuroPacific Growth SA | International | |
| Impax Gbl Environmental Mrkts Inst | PGINX | International |
| Nuveen Core Impact Bond R6 | TSBIX | Bond |
| Putnam Stable Value Fund | Fixed | |
| T Rowe Price Retirement 2065 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2005 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2010 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2015 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2020 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2025 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2030 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2035 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2040 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2045 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2050 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2055 Trust F | Asset Allocation | |
| T. Rowe Price Retirement 2060 Trust F | Asset Allocation | |
| Vanguard Developed Markets Idx Instl | VTMNX | International |
| Vanguard Extended Market Idx I | VIEIX | Mid Cap |
| Vanguard Inflation-Protected Secs I | VIPIX | Bond |
| Vanguard Institutional Index Instl Pl | VIIIX | Large Cap |
| Vanguard Total Bond Market Index Inst | VBTIX | Bond |
The fund managers T. Rowe Price, Nuveen (TIAA), Vanguard, Putnam, Impax, Boston Trust, and Capital Group (American Funds) are signatories to the UN Principles for Responsible Investment, which was a consideration in choosing these options.
For more information contact retirementplan@uua.org.