ANNOUNCEMENTS:

• Retirement Plan Enhancements from TIAA-CREF
• Defined Contribution Pension Plan Individual Counseling Sessions - 2008 Schedule

The University offers several different types of retirement plans, which vary depending on job classification and collective bargaining agreements. For a brief description of the plan for which you may be eligible, please view the appropriate employee category listed below. Employees and faculty members should contact the Benefits Office in the Human Resources Department for information regarding their eligibility.

All employees paid on the University payroll system may voluntarily elect to make pre-tax contributions to a tax deferred 403(b) account. There are several investment options from which to choose. The maximum amount an employee may contribute in any calendar year is limited by IRS regulations (please refer to 2008 IRS Calendar Year Limits). 

Employees electing to make tax deferred 403(b) contributions (TSA) for the first time should contact the Benefits Office for application information.

For employees already enrolled who wish to change their tax sheltered deductions click here.

Defined Contribution Plan

• Non-union employees and faculty

• AFSCME employees

• Law tenure track faculty and employees

• TAUP tenure track faculty and employees

• TUHNA nurses

1199C & PTEA Employees

3.75% Defined Contribution Plan

• BUE employees

• 1199C employees

• PTEA employees

• Security Employees

Non-Tenure Track Faculty Plan

• TAUP non-tenure track faculty

• Law non-tenure track faculty

• Dental non-tenure track faculty

The University offers individual counseling sessions with investment professionals from TIAA-CREF and Fidelity Investments throughout the year. This is an opportunity for you to discuss your retirement needs and review your portfolio. To view the 2008 counseling session schedule click here.  To make a reservation with TIAA-CREF, go to the TIAA-CREF registration page. To make a reservation with Fidelity Investments please call Fidelity's Central Reservations systems at 1-800-642-7131.

General information from our fund providers is available on their web sites:

• TIAA-CREF

• Fidelity Investments

Information on Social Security benefits can be found on the Social Security website.  You can also refer to the following Social Security fact sheets:

• "Your Retirement Benefit: How It Is Figured"
• "When to Start Receiving Retirement Benefits"