Overall Rating Silver - expired
Overall Score 52.49
Liaison Dedee DeLongpre Johnston
Submission Date May 9, 2012
Executive Letter Download

STARS v1.2

Wake Forest University
PAE-T2-6: Socially Responsible Retirement Plan

Status Score Responsible Party
Complete 0.25 / 0.25 Carmen Canales
Chief Human Resources Officer
Human Resources
"---" indicates that no data was submitted for this field

Does the institution offer a socially responsible investment option for retirement plans?:
Yes

A brief description of the socially responsible investment option for retirement plans:

We offer a defined contribution retirement plan for full time faculty and staff after 2 years of employment and for part-time faculty and staff working more than 1000 hours during each of two consecutive 12-month periods. After completion of 2 years of service WFU contributes 5% of regular salary; after completion of 5 years of service WFU contributes 7.5% of regular salary; and after completion of 10 years of service WFU contributes 10% of regular salary. We offer three different investment providers: TIAA-CREF, Fidelity and Vanguard.

WFU also offers a voluntary tax-deferred annuity plan for all faculty and staff. They may participate in this supplemental retirement plan at any time.

We offer three different investment providers: TIAA-CREF, Fidelity and Vanguard, with TIAA-CREF offering a social choice option.


The website URL where information about the program, policy, or practice is available:
Data source(s) and notes about the submission:
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The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.