Retirement Oversight Committee
Retirement Oversight Committee for University-Sponsored Retirement Plans
The Retirement Oversight Committee was created by Board Action at the December 13, 2024, Board of Regents meeting. At the same meeting, the Board of Regents authorized the appointment of Captrust, who will work with the committee to carryout out the fiduciary responsibilities of the University-Sponsored Optional Retirement Plan (ORP) and 403(b) Supplemental Plans. The Board delegated authority to the President to appoint faculty, staff and administrators with financial/business acumen to the Retirement Oversight Committee.
Retirement Fiduciary Delegation
The mission of the Retirement Oversight Committee is to ensure that the University-sponsored
retirement plans are properly administered, and are invested in accordance with applicable
standards of prudence, which includes but not limited to, the fiduciary process, plan
design, vendor management and investment management. The Committee is comprised of
seven (7) voting members plus one (1) non-voting Secretary to the Committee:
Chair: Dr. Laura Foltz, Vice President for Finance and Administrative Services
Secretary: Ms. Marcie Clark, Assistant Director of Benefits
- Mr. Todd Broker, Instructor, Director of Center for Economic Ed, Economics and Finance
- Dr. S.G. Carthell, Executive Director of Student Enrichment, Academic Excellence and Leadership
- Ms. Annie Dukes, Internal Auditor
- Dr. Samer Khalil, Dill Distinguished Professor, Accounting
- Mr. David Looney, Executive Director for Auxiliary Services
- Ms. Haley Stedelin, Associate Director Human Resources