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FRS Investment Plan Profile

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Official Plan NameFlorida Retirement System Investment Plan
Common Plan NameFRS Investment Plan
Type of PlanDefined contribution retirement plan qualified under Section 401(a) of the Internal Revenue Code
Federal Employer Identification Number59-6001872
Plan Number002
Plan SponsorState Board of Administration of Florida (SBA). The SBA is charged with establishing and administering this Plan.
Plan TrusteesExecutive Director and Chief Investment Officer, State Board of Administration of Florida, representing the Governor, the Chief Financial Officer, and the Attorney General as the Trustees of the Board.
Executive Director and Chief Investment Officer
State Board of Administration of Florida
1801 Hermitage Blvd., Suite 100
Tallahassee, Florida 32308-7743
The address for each of the three Trustees of the Board is: The Capitol, Tallahassee, Florida 32399
Plan documents are the Florida Statutes and the rules of the State Board of Administration establishing the PlanChapter 121, Parts I, II, and III, Rule Title 19, Florida Administrative Code
Source of Benefit PaymentsAll benefits payable under the Investment Plan shall be paid solely from the member’s individual retirement account within the Florida Retirement System Investment Plan Trust Fund.
Agent for Service of Legal ProcessExecutive Director and Chief Investment Officer, State Board of Administration of Florida, 1801 Hermitage Blvd., Suite 100, Tallahassee, Florida 32308-7743
Name of Plan AdministratorAlight Solutions, FRS Investment Plan Administrator, P.O. Box 785027, Orlando, Florida 32878-5027; toll-free telephone number: 1-866-446-9377, Option 4 (Telecommunications Relay Service [TRS] 711)
Date Plan EffectiveThe Plan became effective July 1, 2000, although the first members in the Plan were effective July 1, 2002.
Name of EmployerFRS employing agency
Plan YearJuly 1 through June 30
Plan Year — Limit MonitoringJanuary 1 through December 31
Employee Assistance Line: MyFRS Financial Guidance Line1-866-446-9377
TRS 711
Representatives are available 8:00 a.m. – 6:00 p.m. ET,
Monday – Friday (except holidays).
FRS Employer Assistance Line1-866-377-2121
EY Financial PlannersOption 1, 8:00 a.m. – 6:00 p.m. ET
Division of RetirementOption 2, 8:00 a.m. – 5:00 p.m. ET
Alight SolutionsOption 3, 8:00 a.m. – 6:00 p.m. ET
Internet AddressMyFRS.com
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