Retirement
Find details pertaining to Saint Mary's College of California retirement programs and your options as an employee.
Considering 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
- TIAA SPD: Defined Contribution Plan - 2019 Restatement
- TIAA SPD: Tax-Deferred Annuity Plan - 2019 Restatement
TIAA 457(b) Plan Information
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
- Emeriti 101
- Medicare 101
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
Background
Current Plan Documents & Required Postings
- Emeriti 2020 Summary Annual Report (posted 12/1/21)
- 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)