Retirement Plan
TIAA
Retirement benefits are provided by TIAA.
Eligibility: Participation in the Defined Contribution Plan is required of all active regular, full-time employees who have satisfied the one-year waiting period. Employees are required to contribute (4%) as a condition of employment of his/her annual base salary and the university contributes (8%). For employees who have previously participated in a 403(B) retirement account, the one (1) year waiting period is waived with proper documentation.
Part-time employees are eligible to participate in the Tax Deferred Annuity Plan at any time while employed.
To view the University’s available retirement plans, visit the TIAA website and enter “Elon University” in the search bar. Click “Learn and Enroll” to see each option and view plan details.
Retirement Plan Resources
Online Advice & Planning Tools
Investment and Enrollment Information
Forms
- TIAA Supplemental Retirement Eligibility Memo and Forms:
Defined Contribution Plan Waiting Period Waiver Form - TIAA Beneficiary Form
- TIAA On-Line Application
Online enrollment or paper application enrollment is available on this site. If you need assistance with the online enrollment process, please call TIAA at 800-842-2252. - TIAA – Elon Salary Reduction Agreement for Full-Time Faculty/Staff
- TIAA – Elon Salary Reduction Agreement for Part-Time Staff and Adjuncts
Summary Plan Descriptions
- TIAA Summary Plan Description – Defined Contribution Plan
- TIAA Summary Plan Description – Tax Deferred Annuity Plan
- Summary of Materials Modification – Elon University’s Defined Contribution & Tax Deferred Annuity Plans effective 1/1/13 & 1/1/14
- Worker, Retiree and Employer Recovery Act of 2008 (WRERA) Summary of Materials Modification
Summary Annual Reports
Defined Contribution Plan
Defined Contribution Plan 2022 Summary Annual Report
Defined Contribution Plan 2021 Summary Annual Report
Defined Contribution Plan 2020 Summary Annual Report
Defined Contribution Plan 2019 Summary Annual Report
Defined Contribution Plan 2018 Summary Annual Report
Defined Contribution Plan 2017 Summary Annual Report
Defined Contribution Plan 2016 Summary Annual Report
Defined Contribution Plan 2015 Summary Annual Report
Defined Contribution Plan 2014 Summary Annual Report
Defined Contribution Plan 2013 Summary Annual Report
Defined Contribution Plan 2012 Summary Annual Report
Defined Contribution Plan 2011 Summary Annual Report
Defined Contribution Plan 2010 Summary Annual Report
Tax Deferred Annuity Plan
Tax Deferred Annuity Plan 2022 Summary Annual Report
Tax Deferred Annuity Plan 2021 Summary Annual Report
Tax Deferred Annuity Plan 2020 Summary Annual Report
Tax Deferred Annuity Plan 2019 Summary Annual Report
Tax Deferred Annuity Plan 2018 Summary Annual Report
Tax Deferred Annuity Plan 2017 Summary Annual Report
Tax Deferred Annuity Plan 2016 Summary Annual Report
Tax Deferred Annuity Plan 2015 Summary Annual Report
Tax Deferred Annuity Plan 2014 Summary Annual Report
Tax Deferred Annuity Plan 2013 Summary Annual Report
Tax Deferred Annuity Plan 2012 Summary Annual Report
Tax Deferred Annuity Plan 2011 Summary Annual Report
Tax Deferred Annuity Plan 2010 Summary Annual Report
Important Notices
Qualified Default Investment Alternative (QDIA) Fact Sheet
TIAA Electronic Delivery
What is available through electronic delivery?
You can view prospectuses, account statements and many other documents—all online. If you haven’t already requested electronic delivery for all of these documents, be sure to sign up today. Simply log in to your TIAA account from the TIAA home page, and go to Profile & Settings, then Contact Information and eDelivery Preferences to select the documents you’d prefer to view online. If you need a paper copy, please contact TIAA.
Have questions or need more information?
Contact Customer Service at 1 800 842-2252 Monday to Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m.
More contact information