March 5-7: TIAA Individual Retirement Counseling Sessions (UH Manoa)

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

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 the University of Hawai’i at Manoa Burns Hall.

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

March 5th – 7th 2019

University of Hawai’i Manoa
Burns Hall 4th Fl Makai Wing
Room 4012
1601 East-West Road Honolulu, HI 96848

9:00am – 4:00pm

 To schedule an appointment, please see below:

 Click here to schedule an appointment 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 individuals with disabilities.  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 CY 2019*:

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 may be subject to change