University employees’ TIAA-CREF investment counselor, Preston Watts, will be on campus a number of times this spring for individual financial counseling sessions on campus. The next one-on-one counseling sessions will take place on April 14, 15, and 16. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028, press 5 to schedule an appointment today.
Human Resources
Retirement, Investment Counseling Sessions: April 14-16
University employees’ TIAA-CREF investment counselor, Preston Watts, will be on campus a number of times this spring for individual financial counseling sessions on campus. The next one-on-one counseling sessions will take place on April 14, 15, and 16. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028, press 5 to schedule an appointment today.
Apply For Summer Tuition Remission By April 3
Eligible employees who intend to use their tuition remission benefit during the summer semester are encouraged to apply using the online request tool no later than Friday, April 3, according to Bryn Sopko, human resources. It is required that remission requests be approved at least 2 weeks before the first class, or late charges may be applied to an employee’s account.
There are separate application forms for undergraduate and graduate course work tuition remission. Any graduate level tuition remission benefit will be taxable to the employee on the value above $5,250 for attempted credits and subject to applicable withholdings and will be reflected on the W-2 of the tax year the remission was applied. Time away from an employee’s regular work day must be approved in advance by the employee’s supervisor. Tuition exchange at other universities is not available to employees.
See the Tuition Remission Policy Summary at http://tinyurl.com/czyvnrb for further details.
Employee Compensation Packages Ready
A summary of each employee’s compensation package is now available in Banner Self-Serve on PilotsUP, according to Andy Sherwood, human resources. This personalized total compensation statement identifies direct and indirect compensation, and is intended to give a summary of the value of the benefits employees receive. The Total Comp Statement can be found by going to Employee>Pay Information>Total Compensation Statement.
Please note that this is not a tax document. The payroll office has prepared 2014 W-2s, and can answer any questions at payroll@up.edu. For information on benefits and this statement, contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.
Upcoming TIAA-CREF Investment Counselor Visits
The University’s TIAA-CREF investment counselor for employees, Preston Watts, will be on campus a number of times this year for individual financial counseling sessions. The next one-on-one counseling sessions will take place on March 17, 18, and 19 in Orrico Hall room 101. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028 (press 5) to schedule an appointment today.
For more information contact Andy Sherwood, Human Resources, at 8981 or sherwood@up.edu.
Feeling The Winter Blues?
The human resources office is hosting a brown bag lunch session, “Conquering the Winter Blues,” presented by Cascade EAP. The presentation will provide useful tools to help brighten employees’ outlook during the long winter days. Bring your lunch and get some great tips on Tuesday, February 24, from noon to 1 p.m., in the Chiles Center Hall of Fame Room.
For more information visit the HR website or contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.
Retirement Income Options Session With TIAA-CREF, Feb. 10
The human resources office will present “A Guide to Your Retirement Income Options” with TIAA-CREF, a seminar that will focus on helping employees understand how they can create income from their TIAA-CREF retirement plan assets, on Tuesday, February 10, 2015, from noon to 1 p.m., in the Terrace Room. A TIAA-CREF representative will discuss lifetime annuities, systematic withdrawal, interest-only payments, fixed-period annuities, and required minimum distributions. Also included will be tips on how employees can begin to build retirement income plans as well as a list of key considerations employees should use in selecting and/or blending income options to meet their unique circumstances.
For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.
TIAA-CREF Counselor On Campus, Feb. 10, 11, 12
The University’s TIAA-CREF investment counselor for employees, Preston Watts, will be on campus a number of times this year for individual financial counseling sessions. The next one-on-one counseling sessions will take place on February 10, 11, and 12 in Orrico Hall room 101. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028 (press 5) to schedule an appointment today.
For more information contact Andy Sherwood, Human Resources, at 8981 or sherwood@up.edu.
Next Retirement Brown Bag Session: Jan. 28
The Office of Human Resources has been coordinating a five part series focusing on developing a holistic approach to retirement readiness. This series is geared towards faculty and staff who are 55 years of age or older. The fourth session, presented by Kaiser Permanente, will talk about how to understand Medicare healthcare coverage. It will take place Wednesday, January 28, from noon to 1 p.m., in the Chiles Center Hall of Fame Room. Employees are welcome to bring spouses or significant others. Refreshments will be provided.
For more information about this educational series visit the HR website or contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.
TIAA-CREF Counselor on Campus
The University’s TIAA-CREF investment counselor for employees, Preston Watts, will be on campus this month for individual financial counseling sessions. The next one-on-one counseling sessions will take place on January 12, 14, and 15 in Orrico Hall room 101. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028 (press 5) to schedule an appointment today.
For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.