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TIAA COVID-19 Information

TIAA Financial Essentials Webinars (Live & On-Demand)

TIAA Guiding you Through Turbulent Times  (web page)

Employee 1:1 Financial Counseling Appointments with TIAA (virtual meetings), Schedule here

 

Retirement Plan Options

All Professional Personnel shall participate in either the Public Employees Retirement Association (PERA) or the Colorado Mesa University Defined Contribution Plan (DCP) as established by the Trustees. Eligibility to participate in PERA or the DCP shall be determined in accordance with title 24, articles 51 and 54.5 of the Colorado Revised Statues.

PERA (Public Employees Retirement Association) is a defined benefit retirement plan which is available to Professional Personnel only if you have had a least one year of PERA-eligible employment upon date of hire.

DCP (Defined Contribution Plan) is for Professional Personnel who are not eligible to enroll into PERA or if eligible, make an irrevocable choice to enroll in the DCP with TIAA. CMU has moved to TIAA as the sole recordkeeper for our defined contribution pension plan 401(a) and supplemental retirement plan 403(b). Along with the transition, CMU introduced a new core investment menu, which is listed here.  

 

 

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Insight Financial Solutions, will continue to be on-campus the first Monday of each month. This is an opportunity to ask questions and better understand how this change will affect you. Meetings are limited to 25 minutes and will be held in the HR Conference Room (LHH 237). Please register for a time slot here.

If you would like to schedule an off-campus meeting with Insight, please contact: Kevin Price at 970-201-6533 / kevin.price@lpl.com or Jason Stanfield at 970-986-8053 / jason.stanfield@lpl.com 

You may visit with TIAA's National Contact Center, Monday through Saturday at 800.842.2252. or schedule an in-person meeting by calling 800-732-8353.

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Please review & complete your TIAA Beneficiary Designation here. After you log in to your account go to Actions, select Add/Edit Beneficiaries. From there you can designate beneficiaries and select how much each should receive. For assistance please call 800-842-2252 or visit www.tiaa.org.

TIAA Brokerage Reference Guide

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IMPORTANT NOTICE

This required “Notice to Interested Parties” is in reference to the application to the Internal Revenue Service relating to the Colorado Mesa University 401(a) Defined Contribution Plan document.  The information below includes the notice as well as additional information concerning this application process.