Retirement

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 01/02/20!
• TIAA New Hire Auto Enroll Infomation
• 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) 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 2018 Summportary Annual Report (New as of 11/18/19)