Contact Info
Location
Office of Human Resources
University Hall #003
61 S. Sandusky St.
Delaware, Ohio 43015
University Hall #003
61 S. Sandusky St.
Delaware, Ohio 43015
P 740-368-3388
E hr@owu.edu
E hr@owu.edu
TIAA
TIAA Enhancements - beginning May 2026
Managing your retirement savings is getting easier! We're moving to automated support and away from the paper deferral form (attached) used previously.
Beginning on or about May 27, 2026, Ohio Wesleyan University is adding online enhancements to the retirement program that are designed to provide you with more flexibility when contributing to your retirement account.
To make the system changes, there will be a brief quiet period from May 18 through May 26, 2026. During this time, you won't be able to make changes to your contributions or enroll in the program. However, you'll be able to access your account at tiaa.org/owu to request fund transfers and investment changes, check your balance, update your beneficiary information and review investment performance. After the quiet period, the following online enhancements will be available:
- Enrollment and salary deferrals. You will enroll and make changes to your contributions at tiaa.org/owu.
- Self-directed automatic increases. You'll be able to set up self-directed automatic increases for your contributions to help build your savings faster. You'll choose the amount of the increase, the frequency and when to start and stop it.
- Automatic enrollment for newly eligible employees. Full-time employees become eligible upon hire. Once eligible, you have 30 days to enroll on your own or opt out of participating in the Ohio Wesleyan University retirement program. Visit tiaa.org/owu to make your selection. If you don't enroll or opt out, you'll be automatically enrolled at 5% of your annual salary, and contributions will be directed to the lifecycle fund closest to your projected date of retirement. Your beneficiary information will be set to "Estate." Immediate action is required to review and update your beneficiary information.
TIAA is here to help. If you have any questions, contact TIAA at the phone number below.
Manage your account:
Online: Visit tiaa.org/owu to log in. To set up an account, select Log in, then Need online access?
Schedule an investment education and advice session: TIAA financial consultants can help you understand your retirement plan benefits and provide investment recommendations at no additional cost to you.
Online: Visit tiaa.org/schedulenow.
Phone: Call 800-732-8353, weekdays, 8 a.m. to 8 p.m. ET.
Key dates
|
Date (2026) |
Event |
|
May 15 |
Last day to change your contributions or enroll in the plan before quiet period |
|
May 18 – May 26 |
Quiet period: enrollment and contribution changes can't be made |
|
May 27 |
TIAA Online enhancements available |
The TIAA group of companies does not provide legal or tax advice. Please consult your legal or tax advisor.
Retirement plan asset allocation advice or education provided by TIAA Financial Consultants is obtained using a methodology from an independent third party. Advice services are not available if you are a participant with a foreign address.
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual's own objectives or circumstances which should be the basis of any investment decision.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
Investment products may be subject to market and other risk factors. See the applicable product literature or visit tiaa.org for details.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.
We'll send more information as we get closer to the May 27 effective date. Information about these updates will also be posted online soon.
We're excited about this enhancement and anticipate that you will be too, due to an improved user experience.
- Imogene Johnson, Director of Human Resources
TIAA Enrollments & Updates Flyer - click here
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;
Fall 2026 Dates coming soon ...
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.
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:
- Log in to your TIAA account at TIAA.org
- Go to Resources
- Select Retirement investments within the Research, performance & news section
- 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:
- Log in to your TIAA account at TIAA.org
- Click Actions
- Under All Accounts click Update your profile"
- On the Profile screen, click Communication preferences
- 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
- 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.