Campus HR Retirement Resources
- TIAA-CREF How to Enroll Instructions
- Campus HR Administrators Training Modules
- 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 (updated January 2012)
- Retirement Checklist for New Hires (updated July 2011)
- Retirement Fund Codes and Deduction Rates (pdf)
- Retirement Status Codes (pdf)
- Roth TSA Questions & Answers
- Updated Mandatory & Voluntary Retirement Plans Brochure (Updated 9/21/11)
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 (PDF)
Notification of Right to Elect IRAP (Word) - Notification of Right to Elect TRA (PDF)
Notification of Right to Elect TRA (Word)
- TRA-IRAP Decision Making Flowchart
- 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
- Missed IRAP Contributions - less that 60 days old
- Missed IRAP Contributions - less than 60 days no future paychecks
- Missed TRA Deductions Worksheet - 7/1/2007 through 6/30/2011
- Missed TRA Deductions Worksheet - 7/1/2011 through 6/30/2012
- Missed IRAP Contributions Remittance Voucher
- IRAP to MSRS-TRA adjustment worksheet (eff. 7/1/11)
- IRAP from MSRS-TRA adjustment worksheet (eff. 7/1/11)
- IRAP Leave of Absence (LOA) Purchase Form
- Notification of Right to Elect MSRS (PDF)
Notification of Right to Elect MSRS (Word) - 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)
-
TRA Instructions for Part Time Teacher - Phased Retirement (PDF)
-
TRA Part Time Teacher - Phased Retirement Form for MSCF Employees FY2011 (Excel)
-
TRA Part Time Teacher - Phased Retirement Form for all Non-MSCF Bargaining Units FY2011 (Excel)
-
TRA Part Time Teacher - Phased Retirement Form for MSCF Employees FY2012 (Excel)
-
TRA Part Time Teacher - Phased Retirement Form for all Non-MSCF Bargaining Units FY2012 (Excel)
- 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) (Updated June 9, 2011)
- SRP Eligibility Letter Sample (Word - for personalization) (Updated June 9, 2011)
- 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
2011 Retirement Issues Conference Call Schedule (pdf)
- 2007 Conference Call Minutes
- 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
- November 24, 2009 Conference Call Minutes
- January 26, 2010 Conference Call Minutes
- February 23, 2010 Conference Call Minutes
- April 27, 2010 Conference Call Minutes
- May 25, 2010 Conference Call Minutes
- September 28, 2010 Conference Call Minutes
- January 19, 2011 Conference Call Minutes
- March 22, 2011 Conference Call Minutes
- July 26, 2011 Conference Call Minutes
Miscellaneous Info
Links:
Defined Contribution Retirement Plan
Tax-Sheltered Annuity (403(b))
Minnesota State Deferred Compensation (457) Plan
