Retirement

Considering a June 30, 2020 Retirement?  Sign up for a 1:1 consult:

• 1:1 Consultation with a member of the Benefits Department - email benefits@stmarys-ca.edu  
• 1:1 Consultation with Medicare insurance consultant Imre von Komarnicki - email imrevon@gmail.com or call (510)629-9539
• 1:1 Consultation with a TIAA representative

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
• TIAA New Hire Auto Enroll Information
• TIAA Enhancements coming 7/1/19
• TIAA Enhancements coming 7/1/19 - Information Session Video
  • To view the above video you will need to be logged into YouTube with your SMC account
• 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) TIAA Enrollment Form

Heffernan Retirement Services

• Brainshark: TIAA Plan Enhancements Effective July 1, 2019 (Heffernan Guestbook sign in required)
• Brainshark: TIAA Traditional (Heffernan Guestbook sign in required)
• Social Security Webinar: When Should You Start Receiving Retirement Benefits

Emeriti

Webinars:

• Emeriti Post Retirement Transition Benefit Overview
  • Presentation Deck with updated slides #9, #10
  • Recording
• Emeriti 101
  • Presentation Deck
  • Recording
• Medicare 101
  • Presentation Outline
  • Recording

Retirement Planning Information:

• Emeriti Retiree Health Plan Website
• Emeriti 2021 Plan Highlights
• Emeriti Healthcare in Retirement Booklet
• Emeriti A-B-C-Ds of Medicare
• Emeriti/Aetna 2020 Snapshot of Plans
• Emeriti/Aetna 2020 rates for SMC zip code 94575

Rx Debit Card

• Emeriti Rx Debit Card General Information
• Emeriti Rx Debit Card How it Works & FAQs
• Emeriti Rx Debit Card Signup Form

Forms

• Emeriti Reimbursement Form
• Emeriti Salary Reduction Agreement
• Emeriti Rx Debit Card Signup Form

Background

• Emeriti Retiree Health Plan Program at Saint Mary's College of California - 2007 Background

Current Plan Documents & Required Postings

• Emeriti 2018 Summportary Annual Report (posted 11/18/19)
• Emeriti Plan Document (Restated 01-01-2015)
• Adoption Agreement Emeriti Retiree Health Model Plan (05/20/16 Amendment)
• Amendment to Adoption Agreement - Schedule D (effective 7/1/20)