403(b) Fee Disclosure

Our Lady of the Lake University’s Human Resources Office has placed viable 403(b) information on the myOLLU Portal Human Resources page in an effort to help employees make well-informed decisions about investing for their retirement. Federal regulations require the Human Resources Office to provide specific plan and investment information on an annual basis that includes detailed information about investment options and expenses associated with those investments.

No action is required at this time; however, the information is being provided as required.

For information regarding specific 403(b) funds, rollover options or other matters, use the following contact information:

TIAA-CREF Retirement

DWS Scudder Investments

American Funds

For more information, contact Diana Ramos, employee benefits manager, at 210-431-3920.