Retirement
Coronavirus and Market Volatility
Due to all of the market fluctuations lately, there are many questions right now and we thought this information would be very timely. Below is a list of flyers and links with useful information:
- Diversification (video)
- Handling Stock Market Volatility (article)
- How to Weather Stock Market Volatility (article)
- Investing for Long Term Goals (video)
- Market Jitters TIAA Perspective (article)
- Market Volatility & Your Portfolio (webinar)
- TIAA Overall Market Commentary (link)
Individual Consulting Sessions
University Funded Retirement Program - 401(a)
The University contributes to a 401(a) group retirement annuity (GRA) on behalf of each eligible employee. The plan is written with TIAA. Its distinguishing features include a four-year vesting schedule, and full funding (University contributions are made every pay period. No contributions are held back). Please refer to your employee handbook for further information.
Contribution and Vesting Schedules (pdf)
Optional Employee Funded Retirement Program - 403(b)
Employee contributions are optional and may be made to either a pretax or Roth option through TIAA. Employee contributions are permitted up to the IRS limit. Please refer to your employee handbook for further information.
2021 Retirement Plan Employee Maximum Contributions (pdf)
Change to 403(b) Plan Elections (pdf)
Manage Your Account Online (pdf)
New Hire Flyer (pdf)
Please refer to your employee handbook for retirement eligibility criteria. Additional retirement planning resources can be found below and on TIAA's website.
Checklist for Retirees (pdf)
www.socialsecurity.gov/estimator
Individual Consulting Sessions
One-on-one consulting sessions are available with representatives from TIAA. Sessions are approximately 45 minutes in length and can be used to discuss investing options and/or retirement planning.