Retirement

Please read the following information on the upcoming changes to the Retirement Plan.

Retirement Plan Consolidation Letter (pdf)

TIAA Transition Guide (pdf)

TIAA Blackout Notice (pdf)


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.

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

TIAA Webinar Calendar (pdf)


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 Individual Consulting Sessions Available (pdf)

Related Links