Tax Deferred Annuities (TDA)/ Supplemental Retirement Annuities (SRA)
The City University of New York Voluntary Savings Plans - 2020 Universal Availability Notice
Tax Deferred Annuity (TDA) Percentage Change Form:
2020 Universal Tax Deferred Annuity Change Form for TIAA
2020 Financial Counseling Schedules and Information
TIAA One-on-One Financial Counseling Schedule and Information
CUNY TIAA Plan Information and Enrollment Portal (Optional Retirement and Voluntary Plans)
TIAA One-on-One Consultation Suspended
To protect the health and safety of plan participants and its employees, TIAA has decided to move
all scheduled in-person appointments to phone or online appointments.
Currently Scheduled Appointments
If you scheduled an in-person meeting with a TIAA financial consultant at any time through April 13, they will
contact you in advance of your scheduled appointment about converting your meeting to a phone or online meeting.
TIAA is here for you. If you would like to schedule a phone or online appointment, please contact Andrew Morales at
212-916-4498 or
Andrew.morales@tiaa.org
Monday Through Friday from 8:30 a.m. to 5:00 p.m. to reserve your appointment.
Click here to view information.
Also consider using the call center:
TIAA is here for you. If you would like to schedule an appointment with a
financial consultant, please call 800-732-8353, weekdays, 8 a.m. – 8 p.m. (ET)
For additional information, please contact the office of Human Resources at 212-650-7226.
| Date | Time | Location |
|---|---|---|
| TBA | TBA | Shepard Hall - Room 50 - HR Office |
NYS Deferred Compensation (457) Plan
Spring 2020 Counseling Schedule (2nd Qtr.)
NYS Deferred Compensation Plan Campus Visits Suspended
Face to face financial consultation is not available at this time.
Ms. Arlene Werner, our NYS 457 Plan representative, will be available for phone consultations.
To schedule an appointment with Ms. Werner, please click here.
You can also get in contact with Ms. Werner by leaving her a message at 614-854-4547.
Learn more about planning for your retirement with the New York State Deferred Compensation Plan!!
Webinars are available! Signing up is easy!
To register for a webinar, please click here.
| Date | Time | Location |
|---|---|---|
| TBA | TBA | Shepard Hall - Room 50 - HR Office |
