Reminder: TIAA Individual Retirement Counseling Sessions (Maui)

ATTENTION:  Principal Investigators & Regular-status employees 50-100% FTE

With the new Fiscal Year in full swing, we would like to encourage RCUH employees to review their current retirement contributions! Perhaps you have been contemplating enrolling in RCUH’s Supplemental Retirement Annuity (SRA) but need more guidance? Or perhaps you already have a SRA and received a pay raise so, you are deciding whether or not you would like to increase your contributions? Regardless of your current status, we would like to invite you to attend the upcoming TIAA Individual Retirement Counseling Sessions at UH Maui College and Pacific Disaster Center.

We encourage Principal Investigators to allow their employees to attend the TIAA Counseling Sessions if requested.  All employees must notify their PIs and supervisors 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 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 Policy 3.560 RCUH Retirement Plans.

We have reserved the following dates and times for individual sessions:

Dates Location Times
 

Tuesday,

October 9, 2018

UH Maui College

310 W. Kaahumanu Ave.

Laulima Building, Room 225

Kahului, HI 96732

 

9:00am – 4:00pm

 

Wednesday,

October 10, 2018

UH Maui College

310 W. Kaahumanu Ave.

Laulima Building, Room 102 (ROOM CHANGE!)

Kahului, HI 96732

 

9:00am – 4:00pm

 

Thursday,

October 11, 2018

Pacific Disaster Center

1305 N. Holopono Street #2, Ka’ana Room

Kihei, HI 96733

 

9:00am – 4:00pm

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

http://www.tiaa-cref.org/schedulenow

If you have questions or are unable to schedule an appointment online, please call TIAA’s Service and Scheduling Group at (800) 732-8353 Mon-Fri 6am – 3pm Hawaiʻi Standard Time.

Relevant Forms and Documents:

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

Meetings are accessible for individuals with disabilities.  Individuals who require special needs accommodations may request assistance in writing to rcuh_admin@rcuh.com prior to the scheduled meeting.