Retirement Plans - TIAA

 

OBERLIN DEFINED CONTRIBUTION 403(b) PLAN - RETIREMENT ANNUITY (RA):

After one year of service from DATE-OF-HIRE and at age 26, classified benefit-eligible employees become qualified to participate in the Oberlin College (OC) DEFINED CONTRIBUTION PLAN. Once qualification is met, classified employees MUST SIGN UP/ENROLL into a TIAA RA Contract in order for OC to make contributions into the employee's DEFINED CONTRIBUTION PLAN.

For complete details regarding the retirement program, refer to the Summary Plan Description below. You may make an appointment with our TIAA Representative for an individual counseling session - NO COST to you. These sessions are held on campus in Wilder, Room 220 and the following dates have been scheduled: TIAA Individual Counseling Sessions (TIAA 2017 Schedule)

Schedule your appointment today by calling 1-800-732-8353 Monday through Friday 8 a.m. to 8 p.m.

 

 

OBERLIN COLLEGE TAX-DEFERRED ANNUITY (TDA) 403(b) PLAN - SUPPLEMENTAL RETIREMENT ACCOUNT (SRA) - GROUP SUPPLEMENTAL RETIREMENT ANNUITY (GSRA):

All classified employees are eligible to save for retirement on a tax-deferred basis by enrolling into a TIAA GSRA Contract, a tax-advantage account you can use to build extra retirement savings. GSRAs are funded with Voluntary Employee pre-tax dollars. Contact the Department of Human Resources for enrollment information.

2017 IRS CONTRIBUTION LIMITS 

UNIVERSAL AVAILABILITY NOTICE

INTRODUCTION TO CBIZ RETIREMENT SERVICES      CBIZ: Are you heading in the right direction for retirement?

DOCUMENTS

Summary Plan Description - Defined Contribution Retirement Plan (RA)
Summary Plan Description- Tax Deferred Annuity (SRA)
TIAA-CREF Enrollment Instructions
TIAA Salary Reduction Form
TIAA Salary Reduction Form - OCOPE

TIAA-CREF When Leaving the College

2015 Summary Annual Report for the 403(b) Retirement Plan