TIAA

TIAA —Schedule your individual financial counseling session today! 

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

December 9, January 21, February 18, March 19

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.

TIAA Contribution Limit 2025 $23,500 

TIAA Contribution Limit 2024 $23,000

TIAA Annual Notices

• QDIA 150450 Plan, QDIA 150451 Plan 
• 404 Disclosure

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.

Q2-2024 CBIZ Newsletter

Q1-2024 CBIZ Newsletter