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Baylor Retirement Plan - Transition Guide

At the end of October 2018, we announced several changes to the Baylor Retirement Plan, and all Plan participants were mailed a detailed Transition Guide. These changes are designed to help simplify your investment choices for retirement savings and offer you services and tools to help you make decisions for your future. While these changes are designed to improve the Baylor Retirement Plan for participants, the basic plan design, including the 10.8% annual employer contribution to the Baylor Retirement Plan on your behalf, remains unchanged.

description Printable version of the Baylor Retirement Plan Transition Guide

FAQs

More TIAA informational sessions have been added.

  • Thursday January 31st 9:30am till 10:30am in the Baines Board Room at the SUB.
  • Wednesday February 6th 12:00pm till 1:00pm in the HR Trainin Room (suite 200) at the Clifton Robinson Tower.
  • Tuesday February 12th 12:00pm till 1:00pm in the Baines Board Room at the SUB.

To help you prepare for a session, please review our Baylor Retirement Plan FAQs.

Contact CAPTRUST for independent financial advising, clarification of the Plan’s investment options and help navigating the TIAA website, where you'll want to login and ensure your beneficiary designations are correct.

For an overview of Plan changes, attend an on-campus seminar or webinar or contact a TIAA representative at 800-842-2252.

For a one-on-one appointment with TIAA please visit TIAA.org/schedulenow.

Important Dates

October 26, 2018 – New TIAA accounts established for every plan participant.

January 18, 2019 – First contribution for bi-weekly payroll to new TIAA accounts.

January 31, 2019 – First contribution for monthly payroll to new TIAA accounts.

January 24, 2019 – Blackout period will begin.

January 30, 2019 – On or about this date, account balances from GuideStone and Vanguard will transfer to TIAA.

During the week of February 4, 2019 – Blackout Period expected to end. You will have full access to your transferred balances in your TIAA account and can request account transactions.

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