Office of Human Resources
Retirement Programs
Spring Retirement Workshops
The Benefits Office is pleased to present two financial educational sessions on March 20th and April 9th. These unique workshops/sessions are being offered to help determine the best strategies for saving and planning for your retirement.
Sessions by TIAA-CREF will explore budgeting, debt management and investment strategies for pursing your retirement savings goals. Click for more information, dates, locations, and registration.
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. However, few people enjoy a comfortable retirement by accident. It takes careful thought and planning, based on one's own situation.
Retirement Program
Retirement Program Presentations
- Plan-at-A-Glance - 403(b) Retirement
- Which Investor Are You?
- Visit www.tiaa-cref.org/rochester
- Retirement Program Plan Document
Deferred Compensation 457(b) Plan
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 Enrolllment: 800-410-6497
Monday to Friday, 8am to 10pm and Saturday, 9am to 6pm (ET)
Qualified Default Investment Alternative (QDIA)
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
- Statement of Investment Policies and Objectives
- Fee Disclosure Cover Letter
- Fee Disclosure Plan Service Cost
- Fee Disclosure Comparitive Chart
- Self-Directed Brokerage Account Brochure
Printable Forms
Informational Sessions
- Individual Advice and Guidance Consultations with TIAA-CREF Available at U of R
- Understanding the University's Retirement Program Sessions
Questions/Information
- General Frequently Asked Questions (FAQs)
- Glossary of Terms
- Non-Refundable Credit for Low and Middle Income Savers
Customer Service Contact Info: TIAA-CREF 1.800.410.6497
Monday through Friday, 8am to 10pm Saturday, 9am to 6pm (ET)
