July 23rd – 25th: TIAA Individual GRA/SRA Advisory Sessions (MAUI)

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

RCUH Human Resources Department is now coordinating one-hour Individual/Employee Retirement (GRA/SRA) Plan Advisory Sessions with TIAA in Maui from July 23rd – 25th.  Regardless of your current status – whether you are a long-time employee, just hired, or somewhere in between – it is never too early or too late to consider retirement planning. During these personalized sessions, you will be able to discuss your personal financial/retirement goals with a TIAA Financial Consultant on a free and confidential basis.

Because these sessions are being held during normal business hours, all employees must notify their PIs and supervisors if they would like to attend. We encourage Principal Investigators to allow their employees to attend the TIAA Advisory Sessions, if requested.

For employees unfamiliar with the SRA (Supplemental Retirement Annuity) plan, please note that unlike the GRA (Group Retirement Annuity) plan, there is no 12-month waiting period and you may enroll or make changes to your election at any time during the year. The SRA plan with TIAA 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 over and above the amount being accumulated under the RCUH basic retirement plan (GRA).

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, July 23 UH Maui College
Ka Lama Room 104B
310 W Kaahumanu Ave, Kahului, HI 96732
9:00am – 4:00pm
Wednesday, July 24 Maui Research & Technology Center
Building A, Room 232
590 Lipoa Parkway
Kihei, HI 96753
9:00am – 4:00pm
Thursday, July 25 Pacific Disaster Center
Ka’ana Room
1305 N Holopono St #2, Kihei, HI 96753
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 Advisory Session Dates and Locations for CY 2019*:

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 scheduled to change