Retirement and Financial Planning

New 403(b) Contribution Limits

The IRS has announced an increase to the contribution limit for the 403(b) Voluntary Retirement Plan for 2024. Review the new 2024 403(b) limits.

Note: If you are currently contributing the maximum amount and would like to continue with the same contribution, no action is needed on your part.

Quick Link Description
401(a) Plan Read more about the Defined Contribution Plan 401(a): University-funded plan provided through TIAA.
403(b) Plan Read more about the Voluntary Retirement Plan 403(b): employee-funded plan provided through TIAA.
Change your 403(b) contribution Read more about how to modify your TIAA 403(b) contribution election
Emeriti Retirement Health Plan Read more about this tax-advantaged plan to save, invest, and accumulate assets to pay for healthcare expenses in retirement for full-time faculty/librarians and non-union staff. Review the Emeriti Plan Highlights, visit, or call (866) 685-EMERITI (1-866-363-7484).
Financial Advisor Reimbursement Choose your own financial advisor and get reimbursed up to $200.00 (before taxes) per calendar year.
Financial Terms The field of finance can be complex, but learning about common financial terms can help you understand economic concepts, as well as your retirement plan.  Having a clear understanding of such terms may help you with financial decision making. 
Give Your Retirement Plan a Raise Saving more for retirement is a smart money move with many benefits. Has your paycheck increased over the years? Have your living expenses changed? If so, consider contributing more to your retirement plan.
Manage Retirement Beneficiaries Add or update your retirement plan beneficiaries.
Medicare Information on the federal health insurance program for individuals age 65+
Meet with TIAA Book your complimentary consultation with a representative from USF’s retirement plan provider.
Retirement Plan Fees Read more about required Participant Disclosure Notice(s) sent to all employees who are eligible for USF's 401(a) and 403(b) plans.
Retirement Plan Loans What to know about before taking one
TIAA Financial Webinars Get 24/7 access to a wide range of articles, on-demand seminar videos, and live monthly seminars designed to help you save more, better manage your expenses, and invest for your retirement. Registration required.

For any questions, please reach out to the Retirement Plan Manager at

Human Resources

2820 Turk Blvd., San Francisco
Lone Mountain Main, Room 339
San Francisco, CA 94118

By Appointment Only