Deadline for Retirement Investment Decisions
For all TDA and SCRP Accounts
The final deadline to move your TDA/SCRP account balances to where you want is October 30, 1 p.m. PST. Account balances that have not been designated within one of the four new Options will be moved November 2 into Option 1 — a Vanguard Target Retirement Fund based on your age.
If you are already contributing to a Vanguard Target Retirement Fund (Option 1) or one of the Core Vanguard funds (Option 2), you are done. No further action is required.
For the Fidelity BrokerageLink®
If you opened a brokerage account, your eligible account balances will move to your brokerage account on November 2. To start contributing to funds offered through the brokerage account with your first paycheck in November, call Fidelity between October 26 and November 9 at 1 (888) 793-8733 and press option 2.
For TIAA-CREF
To continue current contributions or start new contributions to any TIAA-CREF investment you must sign a new contract and elect your investment choices before November 5. Otherwise, contributions after November 2 go into Option 1 — a Vanguard Target Retirement Fund based on your age. Contact TIAA-CREF at (800) 842-2888 or at their Web site.
Changes To Retirement Savings Plans
Changes to the retirement investment options in the Tax-Deferred Annuity (TDA) and the Stanford Contributory Retirement Plan (SCRP) become effective November 2.
Retirement Investment Decision Package
- Decision Guide
- Fidelity Brokerage Account: How Does It Work?
- Disclosure on Fees and Expenses
- Fidelity BrokerageLink Application
- For fund fact sheets contact Stanford Retirement Manager for Vanguard, or TIAA-CREF at (800) 842-2888.
Deadline Information For Specific Groups
- Scudder participants
- Calvert participants
- Vanguard participants in Balanced Index, Short Term Bond Index, Intermediate Term Bond Index or Energy Fund
- CREF Lifecycle participants
Read Previous Communications
- Read about Redemption Fees
- Frequently Asked Questions on Redemption Fees
- Helpful timeline and suggestions for funds that have redemption fees.
- Update on a replacement for the Vanguard Total International Stock Index Fund
- Read Diane Peck's letter announcing the changes
- Read the frequently asked questions about the changes
Attend an Enrollment Workshop or Financial Fair
Learning Opportunities
- Schedule a free one-on-one consultation with an investment advisor
- Enroll in one of the new Financial Knowledge courses
- Go to the Vanguard Web site for to learn all about index and target retirement funds. Take the investor questionnaire designed to help you develop an asset allocation strategy.
- Read investment advisor's thoughts on Index Funds in the New York Times
- Check out the Before-tax Calculator to help you determine the right contribution amount for you
- Read more on deciding your contribution
Changes to Retirement Savings Regulations
New distribution regulations if you terminate employment at Stanford University and then start working at the Stanford Hospital and Clinics (or, vice versa). Click here for general information on what this means to you. Read the frequently asked questions for more details.
This Web site provides a summary of eligibility, coverage, vesting, retirement dates, payment options and other subjects. However, the official Plan Document, together with certain annuity contracts and custodial agreements with investment providers (all as amended from time to time) govern the Plan's actual operation, and the determination and payment of benefits. In the event of any conflict between the information in this retirement section of the Stanford Benefits Web site and the official Plan Document or any of the annuity contracts or custodial agreements, the Plan Document, annuity contract, or custodial agreement will govern.
Questions?
Submit a question about your retirement plans
Or contact us by phone:
-
Stanford Retirement Manager Services
Tel: (888) 793-8733
Monday thru Friday, 5 am to 9 pm PST
SRAP Participants contact:
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(650) 736-2985, Option 3
Monday thru Friday, 8 am to 5 pm PST
SLAC employees contact:
- (650) 926-2356
