Campus HR Retirement Resources
- TIAA-CREF How to Enroll Instructions
- Campus HR Administrators Training Modules
- Retirement Educational Webinars for MnSCU
- Nuts & Bolts Retirement Training - 2009 Fall HR Conference
- Frequently Asked Questions
- Common Retirement Plan Acronyms
- Summary of MnSCU Retirement Plans
- MnSCU Retirement Plans (Matrix)
- Comparison of 457 and 403(b) Plans
- Health Care Savings Plan
- Retirement Links (programs, providers)
- New Employee TRA Information
- Primary Retirement Fund Codes (pdf)
- Retirement Checklist for New Hires (updated: July 2009)
- Retirement Fund Codes and Deduction Rates (pdf)
- Retirement Status Codes (pdf)
- Roth TSA Questions & Answers
- Updated Mandatory & Voluntary Retirement Plans Brochure (pdf)
Individual Retirement Account Plan / Teachers' Retirement Association
(IRAP / TRA)
- TRA Annual Year End Report (Updated)
- Instructions for the IRAP/TRA Retirement Plan Election Process for Unclassified Faculty and Staff
- Notification of Right to Elect TRA
- Flow Chart for IRAP Eligibility
- Retirement Decisions Making when Hiring Unclassified MNSCU Administrators Employees, Unit 220
- TIAA-CREF Adjustment Procedures
- Missed IRAP Contributions - more than 60 days old
- Missed IRAP Contributions - less that 60 days old
- Missed IRAP Contributions - less than 60 days no future paychecks
- Missed IRAP Contributions Remittance Voucher
- IRAP from MSRS-TRA Adjustment worksheet (7-1-07)
- IRAP from MSRS-TRA Adjustment worksheet
- IRAP to MSRS-TRA adjustment worksheet (7-1-07)
- IRAP to MSRS-TRA Adjustment worksheet
- IRAP Leave of Absence (LOA) Purchase Form
- Notification of Right to Elect MSRS
- MSRS Election Form for MnSCU Administrators
Phased Retirement / Annuitant Employment Program (AEP)
- MnSCU Matrix for Phased Retirement/Part-Time Teacher Program and Annuitant Employment Program (AEP)
- Phased Retirement Provisions for Unclassified Non-Faculty
- Phased & Sabbatical Contributions
- Phased Retirement (T&T)
- AEP (Annuitant Employment Program)
Supplemental Retirement Plan (SRP)
- SRP Eligibility Codes
- SRP Historical Deduction Rates
- SRP Eligibility Letter Sample (PDF)
- SRP Eligibility Letter Sample (Word - for personalization)
- Flow Chart for SRP Eligibility
- SRP Step by Step Process for Determining & Coding Newly Eligible Participants
- Missed SRP Contributions - more than 60 days old
- Missed SRP Contributions - less than 60 days old
- Missed SRP Contributions - less than 60 days no future paychecks
- Missed SRP Contributions Remittance Voucher
Tax Sheltered Annuity (TSA)
PERA
-
PERA Employee Change Report (.pdf)
Monthly Retirement Conference Calls
- May 24, 2007, Conference Call Minutes
- June 25, 2007, Roth TSA Retirement Plan Powerpoint Slides
- July 24, 2007, Conference Call Minutes
- August 28, 2007 Conference Call Minutes
- October 23, 2007 Confererence Call Minutes
- November 20, 2007 Conference Call Minutes
- December 28, 2007 Conference Call Minutes
- January 22, 2008 Conference Call Minutes
- February 19, 2008 Conference Call Minutes
- April 15, 2008 Conference Call Minutes
- May 20, 2008 Conference Call Minutes
- July 15, 2008 Conference Call Minutes
- August 18, 2008 Conference Call Minutes
- September 16, 2008 Conference Call Minutes
- October 21, 2008 Conference Call Minutes
- January 20, 2009 Conference Call Minutes
- March 17, 2009 Conference Call Minutes
- May 19, 2009 Conference Call Minutes
- July 21, 2009 Conference Call Minutes
- August 18, 2009 Conference Call Minutes
- October 20, 2009 Conference Call Minutes
- TIAA-CREF White Paper on Traditional Annuity (PDF)
Miscellaneous Info
Links:
Defined Contribution Retirement Plan
Tax-Sheltered Annuity (403(b))
Minnesota State Deferred Compensation (457) Plan
