Retirement
TIAA
- TIAA Website
- TIAA Enhancements coming 7/1/19
- TIAA Enhancements coming 7/1/19 - Information Session Video
- Schedule a meeting with a TIAA representative to review current investment line up - new as of 5/24/19!
- TIAA Webinar June 11, 2019 12p - Market Proof your Retirement - new as of 5/24/19!
- TIAA SPD: Defined Contribution Plan - 2018 Restatement
- TIAA SPD: Tax-Deferred Annuity Plan - 2018 Restatement
- TIAA New Hire Auto Enroll Infomation Effective July 1, 2018
- TIAA Online Enhancements - Update Elections and Auto Increase Features available July 1, 2018
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
- 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 2017 Summary Annual Report (new - added 10/16/18)
- 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 College 2017 SAR | 8.61 KB |