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 GRA plan is written with TIAA-CREF. 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 any 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)

Optional TDA plans (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 and Fidelity's websites.

Checklist for Retirees (pdf)

Fidelity Financial Basics

Fidelity Social Security Webcasts

TIAA Webinar Calendar (pdf)

Individual Consulting Sessions

One-on-one consulting sessions are available with representatives from TIAA and Fidelity Investments.  Sessions are approximately 45 minutes in length and can be used to discuss investing options and/or retirement planning.

Fidelity Individual Consulting Sessions Available (pdf)

TIAA Individual Consulting Sessions Available (pdf)

Related Links