TIAA Individual Retirement Counseling Sessions at JABSOM

ATTENTION:  Principal Investigators and all Regular-Status Employees 50-100% FTE

We would like to encourage all Principal Investigators to allow their employees to attend the TIAA Counseling Sessions if requested.  All employees must notify PIs if they would like to attend as the sessions are being held during business hours.

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

A TIAA 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 options
  • Learning about TIAA 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.  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 review the RCUH Retirement Plans Policy (3.560).

We have reserved the following dates and times for Individual Sessions:

Dates Location Times
Tuesday,

May 29, 2018

John A. Burns School of Medicine (JABSOM)

651 Ilalo St.

Honolulu, HI 96813

Medical Education Building (MEB) 107A

9:00am – 4:00pm
Wednesday,

May 30, 2018

John A. Burns School of Medicine (JABSOM)

651 Ilalo St.

Honolulu, HI 96813

Medical Education Building (MEB) 107A

9:00am – 4:00pm
Thursday,

May 31, 2018

John A. Burns School of Medicine (JABSOM)

651 Ilalo St.

Honolulu, HI 96813

Medical Education Building (MEB) 107A

9:00am – 4:00pm

Please note, parking is limited.  Metered street parking is also available.

To schedule an appointment, please use our secure website at:

http://www.TIAA.org/schedulenow

If you have questions or are unable to schedule an appointment online, please call our Service and Scheduling Group at (800) 732-8353 Monday-Friday 6am – 3pm Hawaii Standard Time.

Relevant Forms and Documents:

TIAA-SRA Supplemental Retirement Annuity – Agreement for Salary Reduction Form (B-6)

3.560 RCUH Retirement Plans Policy

Meetings are accessible for individuals with disabilities.  Individuals who require special needs accommodations may request assistance in writing to [email protected]. .