Marquette University's TIAA-CREF 403(b) is a tax-deffered plan designed to help eligible employees save for retirement. Through payroll deduction, you may contribute up to the IRS maximums found below. Read on to learn more!

 

Enrollment Eligibility

Marquette Match Group Retirement Annuity (GRA)
   Is available to employees working 1,000 or more hours per year, have two
   years of service, and 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 portion of the two year waiting period. Complete the
              Previous Service Record .

   Is a voluntary contribution to your TIAA-CREF 403(b) account available to all
   support staff, administrators, and faculty. Enrollment is the first of the month
   following your date of hire.

 

Contribution Limits

IRS Contribution Limits
 
Under age 50
Over age 50
2008 $15,500
$20,500
2009 $16,500 $22,000

 

Rolling over previous retirement accounts

  1. Even if you already have a TIAA-CREF account established by a different employer, you will need to create a new account with Marquette University. Your access code will be 101312. Click here to get started.
  2. Complete a Custodial Agreement form and submit to Emily Chardac in the Department of Human Resources, Straz Tower 185. Inform her that you have initiated the rollover process with TIAA-CREF.
  3. Call TIAA-CREF at (800) 826-2776 to initiate the transfer of funds.

Vesting

Your TIAA-CREF 403(b) is 100% vested.

 

Marquette Match Group Retirement Annuity (GRA) Enrollment and Making Changes

  1. Complete the Salary Reduction Agreement form. Not sure about a calculation? Call Emily Chardac at (414) 288-7496 and she would be happy to assist you.
  2. Choose your investment elections by either enrolling online with TIAA-CREF's secure microsite or download a paper application.
  3. Submit all paperwork to Emily Chardac, Human Resources, Straz Tower 185.
    • Please note: if you submit your paperwork late contributions are not made retroactively

Group Supplemental Retirement Annuity (GSRA) Enrollment and Making Changes

  1. Complete the Salary Reduction Agreement form. Not sure about a calculation? Call Emily Chardac at (414) 288-7496 and she would be happy to assist you.
  2. If you are a new enrollee to the GSRA account, complete a Custodial Agreement form.
  3. Choose your investment elections by either enrolling online with TIAA-CREF's secure microsite or download a paper application.
  4. Submit all paperwork to Emily Chardac, Human Resources, Straz Tower 185.
    • Please note: if you submit your paperwork late contributions are not made retroactively

Withdrawling, termination of employment, and retirement distributions

Call TIAA-CREF at (800) 826-2776 and they will send you the paperwork to withdrawl your money. Employer authorization may be faxed to Steve McCauley at (414) 288-7425.

 

Summary Plan Description

TIAA-CREF Summary Plan Description PDF

FAQ's for 2009 Summary Plan Description PDF

 

Questions? Want to modify your investments?

For those individuals with questions regarding planning for retirement, please feel free to contact TIAA-CREF directly at (800) 842-2776. 

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The detail of the TIAA-CREF retirement plan is contained in the official Plan document. This site is meant to only cover highlights of the TIAA-CREF 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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PROSPECTIVE EMPLOYEES

CURRENT EMPLOYEES

STUDENTS

Contact Human Resources

Name:
Email:
Subject:
Question/comments:

Marquette University Department of Human Resources
David Straz Tower, Room 185
915 W. Wisconsin Ave., Milwaukee, WI 53233
Phone: (414) 288-7305 | (414) 288-7425 (FAX)