Required Retirement Plans

  PERS (Staff)
State of Ӱԭ's Public Employees’ Retirement System (PERS) is comprised of Defined Benefit plans (Tiers I - III) and Defined Contribution plans (Tier IV).
  TRS (Faculty)
State of Ӱԭ's Teachers’ Retirement System (TRS) comprised of Defined Benefit plans (Tiers I - II) and Defined Contribution Plans (Tier III).
  ORP (Faculty / Staff)
University of Ӱԭ's Optional Retirement Plan (ORP) is a Defined Contribution retirement plan.
  University of Ӱԭ Pension Plan (Faculty / Staff)
A 401(a) retirement plan that is comprised of University only contributions. Returning Ӱԭs may not be eligible.
  Planning your retirement?
Our offboarding webpage provides a one-stop-shop for those who are leaving the University or retiring.
 


Supplemental Retirement Plans

  Voluntary 403(b)
A voluntary 403(b) retirement plan that is comprised of Ӱԭ only contributions. You can contribute to a Tax-deferred Annuity (TDA) 403(b) or to a Roth 403(b).
  Deferred Compensation Plan - 457(b)
Only Officers and Senior Administrators are eligible to participate in this 457(b) retirement plan.
  Social Security & Medicare
University of Ӱԭ withdrew from Social Security in 1982. See how Social Security and Medicare impact your retirement.
 


Life Insurances

  Basic Life Insurance
Benefit-eligible Ӱԭs are automatically enrolled in $100,000 of basic life insurance.
  Supplemental Life Insurance
Supplemental Life Insurance is provided to benefit-eligible Ӱԭs who wish to enroll themselves in more coverage beyond the Basic $100,000 - or who wish to enroll their spouse/FIP or child(ren).
  Accidental Death and Dismemberment
AD&D allows you to enroll in Ӱԭ-only or family coverage to provide financial security in case of an accident. Employees can choose to purchase this coverage to supplement their Basic and/or Supplemental Life Insurance.
  Corestream
The Benefit Enhancement Program - powered by Corestream provides discounts for Accident Insurance, Identity Theft, and more!

 

Financial Health News
  • stack of coins

    HSA Investment Resources

    February 20, 2024

    Interested in learning about how to invest your HSA? This article provides some resources to help guide you through the process.

  • Meet with Dan Kline

    Meet with Dan Kline

    February 20, 2024

    Want to schedule one-on-one time with UA's Fidelity Representative, Dan Kline?

  • She's Got It: A Woman's Guide to Saving and Investing

    February 06, 2024

    Women face unique challenges when saving for retirement, such as making less, working fewer years and living longer. Let us show you how smart saving and investing techniques can help you overcome these obstacles to a secure and successful retirement.

  • How to Shift your Money Mindset

    February 06, 2024

    Tiffany "The Budgetnista" Aliche joins Fidelity representatives to talk about how to shift your money mindset and become intentional about saving, practice mindful spending, and managing debt.

  • Join TIAA’s live webinars during the month of February.

    TIAA February Webinars

    February 06, 2024

    Join TIAA’s live webinars during the month of February.

  • January is Financial Wellness Month!

    January 09, 2024

    Join Fidelity in celebrating Financial Wellness Month this year.

  • NEW! UA is now offering a voluntary Roth 403(b)

    NEW! UA is now offering a voluntary Roth 403(b)

    December 05, 2023

    Beginning with the pay period that starts on December 17th, 2023 (pays out on January 12, 2024), UA will now offer a Roth contribution option to the voluntary 403(b).

  • Fidelity Engagement Campaign

    Fidelity Engagement Campaign

    November 29, 2023

    Check out Fidelity's Ask us Anything resources, to gain a better understanding of Fidelity's services. This site provides contact information, a scheduler to schedule meetings with Fidelity, and a series of short videos that go over many of the frequently asked questions.

  • People meeting with laptops

    Meet with Fidelity

    November 29, 2023

    Meet one-on-one with UA's Fidelity Representative, Dan Kline.

  • Tax-deferred Annuity (TDA) / 403(b) changes for calendar year 2024

    403(b) Vendor Changes for Calendar Year 2024

    November 28, 2023

    In order to implement process improvements and to comply with recent SECURE Act 2.0 changes, the University of Ӱԭ Human Resources (UA HR) is updating the Tax-deferred Annuity (TDA) vendor list.

More News