You may be able to rollover retirement account(s) from previous employers into one of OSU's retirement accounts that you are currently participating in.
Rollovers into PERS
Rollovers into PERS Tier 1, Tier 2, OPSRP (Tier 3), and the Individual Account Program (IAP) are not allowed.
Rollovers into the Optional Retirement Plan (ORP)
Rollovers may be made into the ORP. See page 12 of the Decision Making Guide.
For more information on rollovers into the ORP, contact Oregon Public Universities Retirement Plans (OPURP), the Plan Administrator for the ORP.
Contact OPURP
- Phone: 541-346-5784
- Email: [email protected]
- Website: https://www.opurp.org
Rollovers into the Tax Deferred Investment (TDI) 403(b) Plan
Rollovers are permitted. See page 13 of the TDI 403(b) Guide.
For more information on rollovers into the TDI 403(b), contact Oregon Public Universities Retirement Plans (OPURP) the Plan Administrator for the TDI 403(b) Plan.
Contact OPURP
- Phone: 541-346-5784
- Email: [email protected]
- Website: https://www.opurp.org
Rollovers into the Oregon Savings Growth 457 Plan (OSGP)
Rollovers may be made into the 457 Plan.
For more information on rollovers into the 457 Plan, contact the Oregon Savings Growth 457 Plan (OSGP).
Contact OSGP
- Phone: 800-365-8494
- Email: [email protected]
- Website: https://www.oregon.gov/pers/osgp