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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:


Retirement Programs

Retirement Planning

Individual Consulting Sessions 


Retirement Programs

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 of the 403(b) tax deferred annuity (TDA) plans described in the link below.  Employee contributions are permitted up to the IRS limit.  Please refer to your employee handbook for further information.

Change to 403(b) Plan Elections (pdf)

Manage Your Account Online (pdf)

New Hire Flyer (pdf)

Auto Enrollment Notice (pdf)


Retirement Planning

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.

TIAA Virtual Counseling Sessions (pdf)

CONTACT

Human Resources

St. Mary's Hall
300 College Park
Dayton, Ohio 45469 - 1649
937-229-2541
Email