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Retiring from the University

Retiring Checklist

Thank you for your time and service at Boise State University! Your contributions have made a lasting impact, and we are grateful for the work you’ve done during your time here.

As you prepare for the next chapter, we have created resources to help make your transition as smooth as possible. Follow the checklist below to get started. Enjoy your retirement!

Retiring Checklist

PERSI

Participants (classified employees and those vested) in the PERSI retirement plan with 60 or more months of service are eligible for a monthly retirement benefit for life. The benefit amount is based on your earnings, credited service, and age at the time you begin receiving payments. If you are not vested in PERSI, you have the option to withdraw your contributions plus interest or leave your funds in the plan if you anticipate returning to state service. For more information, visit their website or call 208-334-3365 or 1-800-451-8228.

Learn More About PERSI


ORP

Professional employees who are not vested in PERSI are 100% vested in the Optional Retirement Plan (ORP) through Fidelity, which entitles you to both employee and university contributions, as well as any earnings on your investments. You can choose to leave your funds invested with your selected vendor or contact them for information on accessing your funds through direct distribution or rollover after you separate from employment.

Learn More About ORP


SRAs

If you have a PERSI Choice 401(k), 403(b), or 457(b) plan, you can choose to leave your funds invested or reach out to your vendor for options regarding accessing your funds through direct distribution or rollover after your employment ends.

Learn More about SRAs

Upcoming Offerings

Retirement Plan Vendor Contacts

VendorRetirement PlanRepresentative
Phone Number
Website
Access Code for Enrollment
Fidelity Investments403(b): Pre-Tax
403(b): Roth After Tax
-Burke Driscoll
-Teo Ngatuvai
-TJ Richards
800-642-7131
Fidelity Scheduler
The employer name is Idaho State Board of Education when scheduling an appointment
PERSI401(k) PERSI Website
Corebridge Financial (formerly known as VALIC/AIG Retirement Services)403(b): Pre-Tax
403(b): Roth After Tax
457(b): Pre-Tax
Jennifer Braun-Blanco
208-859-2728
Corebridge Website
3352107
Nationwide457(b): Pre-TaxLaura Leigh Brewster
208-383-6983
Nationwide Website
TIAA403(b): Pre-Tax
403(b): Roth After Tax
457(b): Pre-Tax
Jeremy Thompson
303-607-2265
TIAA Website
101820
Waddell & Reed403(b): Pre-TaxGlen Walker
208-387-7479
Ryan Valley
208-338-0771
Waddell & Reed Website