The Optional Retirement 401(a) Plan  - the “ORP”- is a defined contribution plan that academic and administrative unclassified employees may choose in lieu of PERS membership. The ORP has been in operation since 1996 and was updated November, 2007. Participants have a choice of investments-plus-services programs to suit their individual retirement planning needs. The ORP offers mutual funds and both fixed and variable annuities in participant-directed account

• ORP Plan Information
  1. Decision Making Guide (PDF file)
  2. Optional Retirement Plan Highlights (PDF file)
  3. Retirement Option Comparison – Tier One/Tier Two Employees (PDF file) for those employees hired prior to August 29, 2003.
  4. Retirement Option Comparison – OPSRP/ ORP Tier Three Employees (PDF file) for those employees hired on or after August 29, 2003.
  5. Contact Information (PDF file)
  6. How To Enroll (PDF file)

  For a PDF file containing all ORP Plan Information Pieces, click here (PDF file).

  • Distribution, Rollover and Rehire Provisions of the OUS ORP (PDF file)
  • Retirement and the ORP (PDF file)
  • OUS Retirement Plan Divorce Distribution Procedures
• ORP Plan Forms
  • ORP Change of Investment Companies Form  (PDF file)
• Contact Program Fund Sponsors
  • ORP:ous
    • Fidelity/OUS Microsite
    • Phone: 1.800.343.0860
  • ORP:tiaa-cref
    • OUS/TIAA-CREF Microsite
    • Phone: 1.800.842.2888
  • ORP:valic
    • VALIC Website
    • Phone: 1.866.283.4892
    • VALIC Questions and Answers