TIAA-CREF Individual Retirement Counseling

Wednesday, February 6, 2013

ATTENTION:  Regular status employees 50-100% FTE

 

If you are currently participating in RCUH’s Group Retirement Annuity (GRA) and/or Supplemental Retirement Annuity (SRA) plans administered through TIAA-CREF OR if you are interested in enrolling into a TIAA-CREF SRA plan, the RCUH Human Resources Department is now coordinating one-hour Individual/Employee Retirement Counseling Sessions with TIAA-CREF.  During these meetings, you will be able to discuss your personal financial/retirement goals with a TIAA-CREF Financial Consultant, on a free and confidential basis.

 

A TIAA-CREF representative will be able to assist you with planning for your retirement goals, including:

  •      Setting realistic goals for key life events and retirement
  •      Reviewing your investment mix and strategy
  •      Selecting your TIAA-CREF options
  •      Learning about TIAA-CREF retirement income flexibility 

For employees unfamiliar with the SRA plan, it is considered a 403(b) tax-deferred annuity plan which allows an employee to make contributions via payroll deduction from his/her pre-tax earnings towards an individual retirement plan (i.e., SRA) through our third party administrator, TIAA-CREF.  Enrolling or making changes to your SRA election may be done at any time during the year. For more information about the GRA and SRA plans, please go to our website, www.rcuh.com and review the RCUH Retirement Plans Policy (3.560).

 

HOW DO I SIGN UP FOR AN INDIVIDUAL COUNSELING SESSION?

If you are interested in meeting with a TIAA-CREF representative, please complete and submit the TIAA-CREF Sign-Up Form to [email protected] or fax to (808) 956-5022 by 4:00PM HST on February 13, 2013. 

If you are unable to open the attached Sign-Up Form, please email [email protected] or call (808) 956-7106.  Appointments will be scheduled on a first come first serve basis so reserve your spot early!   If you are unable to attend a session, you may call TIAA-CREF at (808) 543-6365 or (800) 842-2252 to speak to a representative who will be able to assist you with your retirement planning. 

 

Meetings are accessible for individuals with disabilities. For more information or to request an accommodation due to your disability, email [email protected] at least one week prior to the meeting.

 

 

Thank you,

 

RCUH Human Resources

Benefits Department