University of Rochester Retirement Programs

One-on-One Advice and Guidance Consultations are available at the University of Rochester. Call 800-410-6497 to set up your personal consultation with an experienced financial consultant. TIAA-CREF can help you customize a retirement plan and keep it on track. Learn more about advice and planning.

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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

• View interactive flash presentation
• View interactive presentation (non-flash version)
• 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

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

Post-Retirement Benefits

• Post-Retirement Benefits – to view information regarding University retiree benefits

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)

• QDIA Notice
• Vanguard Target Retirement Funds

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

• Retirement Service Credit Form

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)