Retirement
TIAA-CREF
- TIAA Website
- TIAA Online Instructions (access code: CA0624)
- TIAA Employee Salary Reduction Agreement (Fillable)
- TIAA Summary Plan Description Employer Defined Contribution Plan
- TIAA Summary Plan Description Employee Tax Deferred Annuity Plan
Heffernan Retirement Services
Emeriti
- Retirement Health Program - Emeriti Program
- Adoption Agreement Emeriti Retiree Health Model Plan 5/20/16 Amendment
- Emeriti Retiree Health Plan for Saint Mary's College of California - Summary Plan Description 1/1/2015
- Emeriti Retiree Summary of Material Modifications 1/1/2015
- Emeriti 2015 Summary Annual Report
- The Emeriti Program Website
- Emeriti During Your Working Years
- Emeriti In Your Retirement Years
- Emeriti Planning for Retirement
- Emeriti Plan Highlights
- Emeriti Salary Reduction Agreement
· Emeriti’s new accumulation record keeper, trust services provider, and investment manager will be TIAA-CREF, based in New York, with nearly one century of distinguished service to the non-profit community for financial services supporting retirement income security.
· Emeriti’s new disbursement record keeper for Emeriti group insurance administration and Emeriti medical expense reimbursement processing will be Savitz, a Philadelphia company with more than forty years of experience in full-service benefits services supporting employees and retirees in organizations nationwide.
· The Emeriti Service Center call number (1-866-EMERITI) and the Emeriti website (www.emeritihealth.org) will remain the same.
Information will be shared during Emeriti’s annual fall workshops on member campuses. Look for an invitation from the Benefits Office.
| Attachment | Size |
|---|---|
 St Mary's (CA) 2015 SAR.pdf | 8.75 KB |