Retirement

Retirement
Body

Find details pertaining to Saint Mary's College of California retirement programs and your options as an employee.

 

Considering retirement?  Sign up for a 1:1 consult:

 

TIAA 403(b) General Information

TIAA 457(b) Plan Information

Heffernan Retirement Services

Emeriti

Webinars:

  • Emeriti Post Retirement Transition Benefit Overview

Retirement Planning Information:

Rx Debit Card

Forms

Background

Current Plan Documents & Required Postings

  • Emeriti 2020 Summary Annual Report (posted 12/1/21)
  • Emeriti Plan Document (Restated 01-01-2015)
  • Adoption Agreement Emeriti Retiree Health Model Plan (05/20/16 Amendment)
  • Amendment to Adoption Agreement - Schedule D (effective 3/21/22