Retirement Plan Resource Page
The Retirement Plan Committee is responsible for Plan level investment review and monitoring. It is not, however, responsible for individual participant investment selection or individual account performance. This page is designed to provide participants a single resource to ensure participants are supplied with adequate information to make informed decisions with regard to their University Retirement Plan.
A Message from the Retirement Plan Committee
Frequently Asked Questions
- Find answers to the most frequently asked questions regarding Pepperdine's retirement plan.
- Do you have additional questions? Submit a question to the University's Retirement Plan Committee.
Latest Morningstar Report for the Mutual Funds Included in the Core Line-Up
Choosing your Investments
Quarterly Investment Reviews
- March 31, 2011
- December 31, 2010
- September 30, 2010
- June 30, 2010
- March 31, 2010
- December 31, 2009
- September 30, 2009
- June 30, 2009
- March 31, 2009
- December 31, 2008
University Retirement Plan Committee
- June 28, 2011 Minutes (pending)
- March 23, 2011 Minutes
- December 10, 2010 Minutes
- September 3, 2010 Minutes
- June 21, 2010 Minutes
- February 25, 2010 Minutes
- December 10, 2009 Minutes
- August 31, 2009 Minutes
- June 5, 2009 Minutes
- February 11, 2009 Minutes
- University Retirement Plan Committee Charter
University Investment Policy
Annual Return/Report of Employee Benefit Plan
- 2009 Pepperdine University Retirement Plan Summary Annual Report (SAR)
- 2009 Pepperdine University Retirement Plan Full Annual Report
Retirement Plan Summary Plan Description (SPD)
Additional Resources
Access Your Diversified Retirement Account
- Log-in to access your personalized retirement account with Diversified.