Introducing TIAA Target Date Plus model portfolios
Helping you plan and save for the future is of the utmost importance. Enhancements and new retirement strategy opportunities are being incorporated into the University of Alabama System voluntary retirement plans beginning in April 2024. The Target Date Plus model portfolios make it easier to plan and save for retirement by providing you with a professionally managed model portfolio. The portfolios provide a convenient alternative to managing choices from the retirement plans’ investment lineups. The upcoming enhancements provide an excellent opportunity for you to revisit your retirement plan options.
Resources
A comprehensive Transition Guide with detailed information has been mailed to you. You will find the electronic version attached, and additional printed guides are available to pick up in the Human Resources Office or with your retirement counselor. Carefully review the guide for more details on key dates, specific action steps, upcoming informational webinars and resources available to you. The guide and all other resources and communications are posted to the TIAA microsite at www.tiaa.org/uasystem.
Group Presentations
It’s our goal to keep you informed throughout the upcoming transition. TIAA will be on campus at UAH throughout the month of April to provide individual counseling opportunities and conduct group presentations, open to active and inactive participants. Please see the schedule below to determine the date and location that is most convenient for you. There are two separate webinar opportunities being offered tomorrow, March 22nd. Please see the webinar flyer for registration information.
Retirement Counseling
Sessions are available in 20-minute blocks of time. You may come by at your convenience or schedule a time in advance. Please see the schedule below for dates, times, and locations. To make a reservation with your retirement counsel, you may email Monica Gilmer.
Monica Gilmer
Financial Consultant | TIAA Retirement Advice & Consulting
monica.gilmer@TIAA.org
If you have questions or need assistance, visit TIAA.org/uasystem or call TIAA at 800-842-2252.
