Feb 5-7: TIAA Individual Retirement Counseling Sessions (MAUI) – UPDATED

** February 4, 2019 Update: Please note that all TIAA meeting slots have been filled for the TIAA Individual Retirement Counseling Sessions in Maui. If you are interested in a one-on-one counseling session with a TIAA Financial Consultant, please contact [email protected] to be added to the waitlist.

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

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 in Maui.

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 or contact RCUH Benefits at [email protected] or (808) 956-6979.

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

Dates Location Times
February 5th, 2019 UH Maui College
Laulima Building Room 225
310 W Kaahumanu Ave, Kahului, HI 96732
9:00am – 4:00pm
February 6th, 2019 Maui Research & Technology Center
Building A, Room 232
590 Lipoa Parkway, Kihei, HI 96753
9:00am – 4:00pm
February 7th, 2019 Pacific Disaster Center, Ka’ana Room
1305 N Holopono Street #2, Kihei, HI 96753
9:00am – 4:00pm

 Click here to schedule a meeting with a Financial Consultant

 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 all RCUH employees.  Individuals who require special needs accommodations may request assistance in writing to [email protected] prior to the scheduled meeting.

 Future TIAA Individual Counseling Session Dates and Locations for calendar year 2019*:

March 5th – 7th (Oahu – UH Manoa,  Burns Hall)
May 14th – 16th (Hilo)
June 4th – 6th (Oahu – JABSOM)
July 23rd – 25th (Maui)
August 13th – 15th (Oahu – UHM Burns Hall)
September 10th – 12th (Hilo)
October 1st – 3rd (Oahu – JABSOM)
November 5th – 7th (Oahu – UHM Burns Hall)
December 10th – 12th (Hilo)

*Dates/Locations for TIAA Individual Retirement Sessions are subject to change