Retirement and Financial Planning

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 and/or Fidelity.
Modify Your 403(b) Plan

Starting in January 2019, modify your Voluntary Retirement Plan 403(b) plan online through USFWorks.

Meet with TIAA or Fidelity Book your complimentary consultation with a representative from one of USF’s retirement plan providers.
Financial Advisor Reimbursement Choose your own financial advisor and get reimbursed up to $200.00 (before taxes) per calendar year.
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.
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.
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. Download the Emeriti Retiree Newsletter, review the Emeriti Plan Highlights, visit www.emeritihealth.org, or call (866) 685-6565.
Medicare                                                                                                                                                                                                                         For more information on this federal health insurance program for individuals age 65+, review the Medicare and You handbook, visit the Social Security Administration website or contact your local Social Security Administration office.