Meet with Erin Day to discuss your existing or future TIAA retirement savings. During your meeting, you can establish or evaluate your retirement savings goals, review your account or enroll in the plan, learn about our investment options, make account changes. TIAA is the asset manager for the Faculty CURP plan and is also an approved asset manager for 403b … [Read more...] about Meet with a TIAA Representative on Campus: Feb 27-29
Employees who have questions about their MOSERS retirement can certainly ask those questions over the phone or by email. However, if preferred, you may schedule an appointment in the MOSERS office (907 Wildwood Dr Jefferson City, MO 65109). There are several advantages to scheduling the appointment in advance rather than just stopping by. The biggest advantage is that members … [Read more...] about MOSERS: Scheduling In-Person (and virtual) Appointments
Missouri State Employees’ Retirement System, MOSERS, recently updated resources on their website: Benefit Providers Table – January 2024 COLA memo – January 2024 Impact of a Layoff on MOSERS Benefits Guide – January 2024 Smart Start Checklist – January 2024 Understanding Your 1099-R Form – January 2024 For more information, please visit MOSERS’ online library: … [Read more...] about MOSERS: Recently Updated Resources
Termination and Reemployment Rules and Potential Corrective Action Employees retiring under MOSERS; before receiving a benefit payment from MOSERS, IRS rules require a “bona fide termination” of the member’s employment. For purposes of MOSERS Board Rules, a "bona fide termination" occurs when: The member has completely severed employment. The member has not entered … [Read more...] about MOSERS: Retirement and Re-employment Rules
Key Steps to build and manage wealth A recent survey from Corebridge Financial shows that more than half of those who work with a financial professional feel “very confident” in their ability to plan for a successful financial future; compared to only about one in four (28%) of those who don’t. Review this Article, provided by Corebridge financial, to find out what key … [Read more...] about Planning for Financial Success