TIAA-CREF Retirement Plan Counseling Sessions



If you are a RCUH Regular hire (50-100%FTE) currently participating in TIAA-CREF’s Group Retirement Annuity and/or Supplemental Retirement Annuity plan(s) AND are interested in meeting with a TIAA-CREF representative, please complete and submit the TIAA-CREF Sign-Up Form to Kristen Stevens at
[email protected] or fax to (808) 956-5022 by Friday, February 26, 2010.

During these 45-minute individual counseling sessions, a TIAA-CREF representative will assist you with planning for retirement goals. Topics will include:


·          Developing Long Term Strategies

·          Selecting your TIAA-CREF options

·          Finding the right investment allocation for you

·          Understanding basic types of investment choices

·          Learn about TIAA-CREF retirement income flexibility

Preference will be given to employees close to retirement and by date/time sign-up is received by RCUH. Preference will also be given to employees who have not participated in an individual counseling session in the last 24 months. Selected employees will be notified of reserved slots (Do NOT show up for a session unless confirmed by our office). RCUH and TIAA-CREF reserves the right to schedule a group session if the demand is too large to accommodate everyone.

Due to the high demand of these sessions, we may not be able to accommodate everyone.

If you are unable to attend these sessions and do not want to be placed on the waiting list for the next available session(s), you may still contact the TIAA-CREF Individual Counseling Phone Center at 800/842-2776 for information/planning.