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 |
| Meet with TIAA | Book your complimentary consultation with a representative from USF’s retirement plan provider. |
| Manage Retirement Beneficiaries | Add or update your retirement plan beneficiaries. |
| 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. Review the Emeriti Plan Highlights, visit www.emeritihealth.org, or call (866) 685-EMERITI (1-866-363-7484). |
| Medicare | Information on the federal health insurance program for individuals age 65+ |
| 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. |
For any questions, please reach out to the Retirement Plan Manager at retirementplan@usfca.edu.
Human Resources
2820 Turk Blvd., San Francisco
Lone Mountain Main, Room 339
San Francisco, CA 94118
Hours:
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