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Marquette University's retirement 403(b) plan is through TIAA, a tax-deferred plan designed to help eligible employees save for retirement.

Announcements and Useful Forms

Change for the better - retirement plan updates explained!

For information, visit www.tiaa-cref.org/marquette or call TIAA at 800-842-2252.

One-on-One Advice Session

You can receive personalized retirement investment advice either over the phone or in person at no additional cost to you.

To schedule an advice session with TIAA Financial Consultant, call 800-732-8353.

 

Retirement Plan Enhancements

Marquette will be adding the following enhancements to retirement plans:

TIAA will hold on-campus information sessions on the following dates and times to discuss these enhancements:

The enhancements are intended to give faculty and staff more flexibility when making contributions to retirement accounts.

If you are unable to attend click here for detailed information on the enhancments. If you have additional questions, call TIAA at 800-842-2252.

 

Eligibility and Enrollment

Match Retirement Annuity

Is available to employees working 1,000 or more hours per year, have two
years of service, and are age 21 or older. Enrollment is the first of the month following
your two year anniversary. If you worked for another university or nonprofit research institution within the two years prior to your employment at Marquette, you might be eligible to waive all or a portion of the two year waiting period. Please complete the Past Service Record. PDF Icon

Choose your investment elections by enrolling online with TIAA's secure microsite

Supplemental Retirement Annuity

Is a voluntary contribution to your supplemental retirement plan available to all
support staff, administrators, and faculty. Enrollment is the first of the month
following your date of hire.

Choose your investment elections by enrolling online with TIAA's secure microsite

Contribution Limits

IRS Contribution Limits
 
Under age 50
Over age 50
2014
$18,000
$24,000

Rolling over previous retirement accounts

If you previously had a retirement account established by a different employer, you will need to create a new (TIAA) account with Marquette University. Your access code will be 101312. Click here to get started.

To roll your old retirement account funds into your new one, Call TIAA at (800) 842-2776 to initiate the transfer of funds.

Vesting

Your TIAA 403(b) is 100% vested.

 

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The detail of the TIAA retirement plan is contained in the official Plan document. This site is meant to only cover highlights of the TIAA benefit. It does not contain all of the details that are included in the Summary Plan Description (SPD) (as described by the Employee Retirement Income Security Act). If there is ever a question about this plan, or if there is a conflict between the information on this site and the formal language of the Plan documents, the formal wording in the Plan documents will govern. Please note that the benefits described on this site may be changed at any time and do not represent a contractual obligation on the part of Marquette University.

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