CUNY's Voluntary Saving Plans Information and Counseling

Tax Deferred Annuities (TDA)/ Supplemental Retirement Annuities (SRA)

The City University of New York Voluntary Savings Plans - 2021 Universal Availability Notice

Tax Deferred Annuity (TDA) Percentage Change Form:

2021 Universal Tax Deferred Annuity Change Form for TIAA

CUNY TIAA Plan Information and Enrollment Portal (Optional Retirement and Voluntary Plans)

TIAA Financial Counseling Schedule and Information

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.

Appointment Requests

TIAA representative, Andrew Morales will be available for virtual one-on-one counseling sessions on the dates and times below:

Andrew Morales
212-916-4498 or Andrew.morales@tiaa.org

Click here to register for a virtual appointment.

RSVP today, as space is limited.

Also consider using the call center:

TIAA is here for you. 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.

The City College Of New York- TIAA Financial Counseling Dates

 
Date     Time    Location
Tuesday, July 20, 2021 09:00 am - 5:00 pm Virtual Meeting
Wednesday, August 18, 2021 09:00 am - 5:00 pm Virtual Meeting 
Monday, September 20, 2021 09:00 am - 5:00 pm Virtual Meeting

 

Register for TIAA's Live Education and Advice Webinars

 

NYS Deferred Compensation (457) Plan

NYS Deferred Compensation Plan Campus Visits Suspended

Face to face financial consultation is not available at this time.

Ms. Victoria Farnam, our NYS 457 Plan representative, 
will be available for consultations.
To schedule an appointment with Ms. Farnam, please 
send an email to FARNAV1@nationwide.com .

For immediate access to speak with an account executive with NYS 457 Plan, please call the AE Connect Line (1-844-867-8197).  
No appointment needed.

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