Retirement
Find details pertaining to Saint Mary's College of California retirement programs and your options as an employee.
TIAA 403(b) General Information
- TIAA Website - use this link to update payroll deduction amounts
- Schedule a meeting with a TIAA representative to review current investment line up - new as of 5/24/19!
- TIAA New Hire Auto Enroll Infomation
- TIAA Enhancements coming 7/1/19
- TIAA Enhancements coming 7/1/19 - Information Session Video
- TIAA SPD: Defined Contribution Plan - 2019 Restatement
- TIAA SPD: Tax-Deferred Annuity Plan - 2019 Restatement
TIAA 457(b) Plan Information
- 457(b) Brochure including FAQs
- 457(b) Adoption Agreement
- 457(b) Plan Document
- 457(b) Salary Reduction Agreement
- 457(b) TIAA Enrollment Form
Heffernan Retirement Services
- Brainshark: TIAA Plan Enhancements Effective July 1, 2018 (Heffernan Guestbook sign in required)
- Brainshark: TIAA Traditional (Heffernan Guestbook sign in required)
- Social Security Webinar: When Should You Start Receiving Retirement Benefits
Emeriti
- Emeriti Retiree Health Plan Website
- Emeriti Retiree Health Salary Reduction Agreement
- Emeriti Retiree Health Plan Program at Saint Mary's College of California - Background
- Emeriti Retiree Health Plan Adoption Agreement 5/20/16 Amendment
- Emeriti Retiree Health Plan Summary Plan Description 1/1/2015
- Emeriti 2017 Summary Annual Report