October – November 2023: TIAA Individual GRA/SRA Advisory Sessions (Updated Process for Virtual Meetings)

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

TIAA still has Individual/Employee Retirement (GRA/SRA) Plan Advisory Sessions available for the month of October and November! Schedule now for a virtual appointment with our new TIAA consultant based locally – Cody Ferrell.

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 PIs 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 (TDA) plan which allows an employee to make contributions via payroll deduction from their 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 and visit our Benefits Spotlight: Retirement Accounts.

To schedule a virtual appointment with our new TIAA consultant based locally, Cody Ferrell:

  • Employees can visit www.tiaa.org/schedulenow
  • Click on the Schedule button under Discuss your financial situation with a TIAA consultant.
  • Employees will be prompted to login using their TIAA credentials, or create a guest login if they are not currently a participant.
  • Please select or enter “RESEARCH CORP OF THE UNIV OF HI”as the Employer which will then direct them to the open virtual meetings that are available for employees.
  • From there, select a date/time and confirm the meeting.

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 – 1pm Hawai’i Standard Time (HST).

Please contact the RCUH Employee Benefits Section with any questions or concerns at: [email protected].

Relevant Links:

RCUH Policy 3.560 RCUH Retirement Plans

TIAA SRA Plan 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 prior to the scheduled meeting.