A representative from TIAA, which administers the University’s retirement accounts, will be on campus in Waldschmidt Hall March 10 through March 12, according to Laura Barnard, human resources. Financial counseling appointments with Rebecca Rohleder (pictured) are available during work hours on those days. Visit our Pilots UP Retirement Benefits page to find information on how to schedule your appointment.
The new IRS limit on elective deferrals for 2020 is $19,500 – with a catch up amount of $6,500 for employees over age 50 at the end of the calendar year. A new online form has been implemented in 2020 to request a change or to stop your individual retirement contribution. You can find the link to the form in the Pilots UP benefits page linked above.
Please email benefits@up.edu with questions.