CUNY's Voluntary Saving Plans Information and Counseling

November 2020 Financial Virtual Fair Videos Available

Understanding Your Retirement and TDA Plans

Please find below videos of CCNY Human Resources’ Virtual Financial Sessions with TIAA, NYS Deferred Compensation 457 Plan and NYCERS held on 11/17/20 and 11/19/20.

Feel free to view the presentations if you did not have the time to join us. You will find the presentations to be very informative.

11/17/20 – The Road to Your NYCERS Retirement T4 and T6

11/17/20 – NYS Deferred Compensation 457 Plan Video

11/19/20 – TIAA Video

11/24/20 – Teachers’ Retirement System Video

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
Wednesday, March 31, 2021 10:00 am - 5:00 pm Virtual Meeting
Wednesday, April 7, 2021 10:00 am - 5:00 pm Virtual Meeting
Monday, April 26, 2021 09:00 am - 5:00 pm Virtual Meeting
Thursday, May 6, 2021 09:00 am - 5:00 pm Virtual Meeting
Thursday, June 10, 2021 09:00 am - 5:00 pm Virtual Meeting 

 

NYS Deferred Compensation (457) Plan

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