Optional Retirement Plan enrollment

Within 30 calendar days of your hire or eligibility date, you must complete both parts in the ORP enrollment process. Read the Optional Retirement Plan Guide and select from one of the two available investment providers: Fidelity or TIAA.

Part 1

Complete the online enrollment process outlined below.  

1. Log into My ASU.
2. Click on Mandatory Retirement Election on your To-Do list. You’ll automatically be directed to the mandatory retirement enrollment portal; a new browser will open.
3. Read and agree to the terms of use.
4. Read the Overview and click on the Get Started button.  
5. Click on the radio button to participate in the Optional Retirement Plan.
6. Click on Fidelity Investments or TIAA, your chosen investment company.  
7. Acknowledge and confirm your choice.  Once you have completed these steps, you cannot re-enter the enrollment portal. 

Part 2

Establish an ORP account with your chosen investment company. The enrollment portal will automatically direct you to your chosen investment company’s enrollment website to establish your ORP account.  

Fidelity 

1. Click on Start Now in the middle of the picture or the Step 3 box.
2. Check the box for Optional Retirement Plan and click the Enroll Now button. A new browser or tab will open.
3. Click on Get started.
4. If you already have an account with Fidelity, enter your username and password and click Log In. If you are new to Fidelity, click on Register as a new user.
5. Follow the remaining screen prompts. The Plan ID 67444 should be provided and linked automatically.

TIAA

1. Click Ready to Enroll on the landing page.
2. Select Arizona State University from the drop-down menu.
3. Under Step 2 for the Arizona University Optional Retirement Plan section, click on the link for TIAA account online. A new browser or tab will open.
4. If you already have an existing account with TIAA, enter your username and password and click Log In. If you are new to TIAA, click on Register Now.
5. Follow the remaining screen prompts. ASU's access code, AZQ190, should already be populated.

Note: If you want to change your plan election within 30 days of your hire or eligibility date, or change your investment provider, you must complete and submit an Election of Retirement Option Form and establish your account as outlined in Step 2 above.

Existing accounts

Please review the following information if you have an existing account with Fidelity or TIAA and follow the instructions.

• If you already have an active ORP account with Fidelity or TIAA under ASU, the Arizona Board of Regents, Northern Arizona University or The University of Arizona, you do not need to establish another account online. Our staff will work with the other institution to transfer your ORP account to ASU.    
• If you already have an account with either Fidelity or TIAA through another employer or individually, you must complete Step 2 to establish an ORP account under ASU.
• If you already have an account with your chosen investment company, you are encouraged to contact them or log in to their participant secure website to update your address, beneficiary designation and investment allocations.