Campus HR Retirement Resources
NOTE: The information on this page is being migrated to a Sharepoint site for MnSCU Campus Retirement Administrators. The migration is expected to be complete in spring of 2013. Most information and all forms will remain on this page until the Sharepoint site is launched.
- TIAA-CREF: How to Enroll Online Instructions
To re-order: dbackus@tiaa-cref.org - Campus HR Administrators Training Modules
- Frequently Asked Questions: DCR, 403(b) and 457
- Common Retirement Plan Acronyms
- Summary of MnSCU Retirement Plans
- MnSCU Retirement Plans Summary (Matrix)
- Comparison of 457 and 403(b) Plans
- Health Care Savings Plan
- Retirement Programs and Providers
- Retirement Status Code Usage Guidelines
Current Retirement Status Codes in SCUPPS Drop-down Menu Order - Retirement Code Usage Guidelines
Retirement Codes in Alpha Order - Same As SCUPPS Drop-down Menu - Retirement Checklist for New Hires and Re-Hires (updated March 2013)
- Retirement Fund Codes and Deduction Rates
- Roth TSA Questions & Answers
- Updated Mandatory & Voluntary Retirement Plans Brochure
To re-order: cindy.schneider@so.mnscu.edu
Individual Retirement Account Plan / Teachers' Retirement Association
(IRAP / TRA)
- TRA Annual Year End Report Step by Step Process (Updated 6/28/11)
- Instructions for the IRAP/TRA Retirement Plan Election Process for Unclassified Faculty and Staff (PDF)
- Notification of Right to Elect IRAP (Word - updated 2/25/13)
- Notification of Right to Elect TRA (Word - updated 2/25/13)
- Notification of Right to Elect MSRS (Word - updated 2/25/13)
- Flowchart: TRA-IRAP Decision Making (Unclassified Non-Admin)
- Retirement Decisions Making when Hiring Unclassified MNSCU Administrators Employees, Unit 220
- Retirement Decision Making when Hiring Retirees
- Retirement Contributions when Rehiring Retirees
- TIAA-CREF Adjustment Procedures
- Missed IRAP Contributions - more than 60 days old (updated 2/13/13)
- Missed IRAP Contributions - less that 60 days old (updated 2/25/13)
- Missed IRAP Contributions - less than 60 days no future paychecks (updated 2/25/13)
- Missed TRA Deductions Worksheet - 7/1/2007 through 6/30/2011
- Missed TRA Deductions Worksheet - 7/1/2011 through 6/30/2012
- Missed TRA Deductions Worksheet - 7/1/2012 through 6/30/2013
- Missed IRAP Contributions Remittance Voucher
- IRAP to MSRS-TRA adjustment worksheet (eff. 7/1/12)
- IRAP from MSRS-TRA adjustment worksheet (eff. 7/1/12)
- IRAP Leave of Absence (LOA) Purchase Form
-
TRA to MSRS Unclassified Plan Fund Transfer
Phased Retirement / Annuitant Employment Program (AEP)
- MnSCU Matrix for Phased Retirement/Part-Time Teacher Program and Annuitant Employment Program (AEP)
- TRA Instructions for Part Time Teacher - Phased Retirement (PDF)
- TRA Part Time Teacher - Phased Retirement Form for MSCF Employees for FY2012
- TRA Part Time Teacher - Phased Retirement Form for all Non-MSCF Bargaining Units for FY2012
- TRA Part Time Teacher - Phased Retirement Form for MSCF Employees for FY2013
-
TRA Part Time Teacher - Phased Retirement Form for all Non-MSCF Bargaining Units for FY2013
- 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 (Word - for personalization)
- Flow Chart for SRP Eligibility
- SRP Eligibility Quick Facts Sheet
- SRP Hyperion Report Instructions
- 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
- SRP Adjustment Form (PDF Fillable Form)
- SRP Adjustment Form Instructions (PDF)
Tax Sheltered Annuity (TSA)
- One-time TSA Deduct Term EE
- TSA Self Service Instructions
- Vacation Conversion to TSA
- Universal Availability Notice
PERA
-
PERA Employee Change Report (.pdf)
-
PERA Verification of Termination for Retirement (.pdf)
Employer Name: MnSCU
PERA Employment (Unit) Number: 9510-00
Monthly Retirement Conference Calls
- January 19, 2011 Conference Call Minutes
- March 22, 2011 Conference Call Minutes
- July 26, 2011 Conference Call Minutes
- October 25, 2011 Conference Call Minutes
- January 24, 2012 Conference Call Minutes
- February 28, 2012 Conference Call Minutes
- May 22,2012 Conference Call Minutes
- September 25, 2012 Conference Call Minutes
- April 23, 2013 Conference Call Minutes
