Retirement
Body
Find details pertaining to Saint Mary's College of California retirement programs and your options as an employee.
Considering retirement? Sign up for a 1:1 consult:
- 1:1 Consultation with a member of the Benefits Department - email benefits@yilunjianshe.com
- 1:1 Consultation with Medicare insurance consultant Imre von Komarnicki - email imrevon@gmail.com or call (510)629-9539
- 1:1 Consultation with a TIAA representative
TIAA 403(b) General Information
- TIAA Website - use this link to update payroll deduction amounts
- Schedule a meeting with a TIAA representative to review current investment line up
TIAA 457(b) Plan Information
Heffernan Retirement Services
- Social Security Webinar: When Should You Start Receiving Retirement Benefits
- Updated Retirement Informational Videos coming soon!
- Please email benefits@yilunjianshe.com with any questions.
Emeriti
Webinars:
- Emeriti Post Retirement Transition Benefit Overview
- Recording
- Emeriti 101
- Recording
- Medicare 101
Retirement Planning Information:
Rx Debit Card
Forms
Background
Current Plan Documents & Required Postings
- Emeriti 2020 Summary Annual Report (posted 12/1/21)
- Emeriti Plan Document (Restated 01-01-2015)
- Adoption Agreement Emeriti Retiree Health Model Plan (05/20/16 Amendment)
- Amendment to Adoption Agreement - Schedule D (effective 3/21/22)