Retirement
Body
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.pdf -
TIAA SPD - Defined Contribution Plan - 2019 Restatement.pdf -
TIAA SPD - Tax-Deferred Annuity Plan - 2019 Restatement.pdf
TIAA 457(b) Plan Information
Heffernan Retirement Services
- Social Security Webinar: When Should You Start Receiving Retirement Benefits
- Updated Retirement Informational Videos coming soon!
- Please email benefits@stmarys-ca.edu with any questions.
Emeriti
Webinars:
- Emeriti Post Retirement Transition Benefit Overview
- Emeriti 101
- Medicare 101
Retirement Planning Information:
- Emeriti Retiree Health Plan Website
-
Emeriti 2022 Plan Highlights.pdf -
Emeriti Healthcare in Retirement Booklet.pdf -
Emeriti A-B-C-Ds of Medicare.pdf
Rx Debit Card
-
Emeriti Rx Debit Card General Information.pdf -
Emeriti Rx Debit Card How it Works & FAQs.pdf -
Emeriti Rx Debit Card Signup Form.pdf
Forms
-
Emeriti Reimbursement Form.pdf -
Emeriti Salary Reduction Agreement.pdf -
Emeriti Rx Debit Card Signup Form.pdf
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 3/21/22)
