TIAA —Schedule your individual financial counseling session today! 

Appointments are available anytime, or you can meet with Brady Nolan, our TIAA representative on-site on the following dates;

January 14 & 21, February 5, March 5, April 9

Schedule an appointment online at www.TIAA.org/schedulenow or by calling 800-732-8353 weekdays from 8 AM to 8 PM.

To schedule a appointment:

·         Employees can visit www.tiaa.org/schedulenow

·         Click on the SCHEDULE button for options. 

·         Employees will be prompted to login using their TIAA credentials or create a guest login if they are not currently a participant.

·         Please select Ohio Wesleyan University as their institution which will then direct them to any open virtual meetings that are available for OWU employees.

·         From there, select a date/time and confirm the meeting.

2025 TIAA Contribution Limit $23,500

2026 TIAA Contribution Limit $24,500 

 

TIAA Annual Notices

Re: Important information about your retirement plan

A Plan and Investment Notice is being provided to help you make informed decisions when managing your account and planning your financial goals for retirement.

While no action is required, please review the notice as it contains important information regarding the fees and expenses associated with your retirement plan and its investment options.

To help facilitate your review, the notice is divided into two sections:

·         Section I: Summary of Plan Services and Costs provides information about administrative fees, individual transaction expenses, and your right to direct how your contributions are invested

·         Section II: Investment Options Comparative Chart provides information about your plan's available investment options including their respective performance and expenses

You can access you Plan and Investment Notice, as well as up-to-date investment performance information by following these steps:

  1. Log in to your TIAA account at TIAA.org
  2. Go to Resources
  3. Select Retirement investments within the Research, performance & news section
  4. Select your plan name and your Plan and Investment Notice will appear under Helpful Links Specific To This Product

We hope you will join our efforts to reduce waste by opting to receive your notices and other communications electronically.  Be sure to review and update your eDelivery preferences:

  1. Log in to your TIAA account at TIAA.org
  2. Click Actions
  3. Under All Accounts click Update your profile"
  4. On the Profile screen, click Communication preferences
  5. Check the  Go paperless box and then review the listed paperless options

·         Click email next to Plan sponsor disclosures and notices to receive your Plan and Investment Notice via email

  1. Click on "Save preferences" at the bottom of the page

If you do not have a TIAA account, you can access the notice online at TIAA.org/performance and enter your Plan ID, <plan id>. You'll be directed to the current information.

More information about retirement plan fees and expenses is available at TIAA.org/fees, or by calling TIAA at 800-842-2252, weekdays, 8 a.m. to 10 p.m. (ET).

 

CBIZ Retirement Matters Newsletter

The Retirement Matters newsletter is prepared each quarter by the CBIZ team on behalf of your Retirement Plan Committee. This newsletter is intended to provide your retirement plan participants with relevant market information and retirement plan strategies.

Q2-2025 CBIZ Newsletter

Q1-2025 CBIZ Newsletter

Q4-2024 CBIZ Newsletter

Q3-2024 CBIZ Newsletter

Q2-2024 CBIZ Newsletter

Q1-2024 CBIZ Newsletter

Contact Info

Location

Office of Human Resources
University Hall #003
61 S. Sandusky St.
Delaware, Ohio 43015
P 740-368-3388
E hr@owu.edu