Retirement Programs

An Opportunity to Invest in Your Future

Regardless of what retirement means to you now - or will mean when you get there - just about everybody worries about the same thing: financial security. But a comfortable retirement doesn't happen by accident. It takes careful thought and planning, based on one's own situation.

Retirement Program

Retirement Videos and Tools

• Plan-at-A-Glance - 403(b) Retirement
• Investment Menu
• Determining Your Investment Mix
• Which Investor Are You?
• Visit www.tiaa.org/rochester
• Retirement Program Brochure
• Retirement Program Plan Document

Deferred Compensation 457(b) Plan

• Plan-at-A-Glance - 457(b) Deferred Compensation
• Deferred Compensation 457(b) Plan Brochure

Enrollment

Employees have the opportunity to access retirement program contributions history, as well as change or newly enroll in their retirement allocations, through online or telephone Retirement Program Self-Service

• 403(b) and 457(b) Enrollment Process
• Online Enrollment - to enroll, change investments, beneficiaries changes and to view your account
• Telephone Enrollment: 800-410-6497
  Monday to Friday, 8am to 10pm and Saturday, 9am to 6pm (ET)

Qualified Default Investment Alternative (QDIA)

• QDIA Notice

Invest in Your Future

• Your Future Starts Today
• Model Portfolios/Risk Tolerance Questionnaire
• A Few Simple Habits to Help Put You on the Path to Success
• Auto Save - automatically increase your voluntary contributions by 1% annually
• Roth 403(b) After-tax Contributions

Fund Information

• Investment Choices (including prospectuses)
• Statement of Investment Policies and Objectives
• Fee Disclosure Cover Letter
• Fee Disclosure
• Self-Directed Brokerage Account Brochure
• 2015 Revenue Credit

Printable Forms

• Retirement Service Credit Form

Informational Sessions

• Individual Advice and Guidance Consultations with TIAA Available at U of R

Questions/Information

• General Frequently Asked Questions (FAQs)
• Glossary of Terms
• Non-Refundable Credit for Low and Middle Income Savers

Customer Service Contact Info: TIAA 1.800.410.6497
Monday through Friday, 8am to 10pm Saturday, 9am to 6pm (ET)