Retirement Plan

TIAA

Retirement benefits are provided by TIAA.

Eligibility: Participation in the Defined Contribution Plan is required of all active regular, full-time employees who have satisfied the one-year waiting period. Employees are required to contribute (4%) as a condition of employment of his/her annual base salary and the university contributes (8%). For employees who have previously participated in a 403(B) retirement account, the one (1) year waiting period is waived with proper documentation.

Part-time employees are eligible to participate in the Tax Deferred Annuity Plan at any time while employed.

To view the University’s available retirement plans:

Visit the TIAA website.
Enter “Elon University” in the search bar.
Click “Learn and Enroll” to see each option and view plan details.

Retirement Plan Resources

Retirement Planning Brochures

Online Advice & Planning Tools

Foundational Financial Education

Educational Site about TIAA Traditional

TIAA YouTube – Essentials by TIAA

2025 Live Webinars that Employees Can Register for and Attend

On-demand Library of Webinars that Employees Can View at Their Leisure

Access to Tools and Worksheets

Investment and Enrollment Information

TIAA ROTH Option

Consultations & Seminars

Forms

TIAA Supplemental Retirement Eligibility Memo and Forms:

Defined Contribution Plan Waiting Period Waiver Form
TIAA Beneficiary Form
TIAA On-Line Application
Online enrollment or paper application enrollment is available on this site. If you need assistance with the online enrollment process, please call TIAA at 800-842-2252.
TIAA – Elon Salary Reduction Agreement for Full-Time Faculty/Staff
TIAA – Elon Salary Reduction Agreement for Part-Time Staff and Adjuncts

Summary Plan Descriptions

TIAA Summary Plan Description – Defined Contribution Plan

TIAA Summary Plan Description – Tax Deferred Annuity Plan

Summary of Materials Modification – Elon University’s Defined Contribution & Tax Deferred Annuity Plans effective 1/1/13 & 1/1/14

Worker, Retiree and Employer Recovery Act of 2008 (WRERA) Summary of Materials Modification

Summary Annual Reports

Defined Contribution Plan

Defined Contribution Plan 2023 Summary Annual Report

Previous Reports

Tax Deferred Annuity Plan

Tax Deferred Annuity Plan 2023 Summary Annual Report

Previous Reports

Important Notices

Elon University Defined Contribution & Tax Deferred Annuity Plan Qualified Default Investment Alternative (QDIA) Annual Notice

Qualified Default Investment Alternative (QDIA) Fact Sheet

TIAA Electronic Delivery

You can view prospectuses, account statements and many other documents—all online. If you haven’t already requested electronic delivery for all of these documents, be sure to sign up today. Simply log in to your TIAA account from the TIAA home page, and go to Profile & Settings, then Contact Information and eDelivery Preferences to select the documents you’d prefer to view online. If you need a paper copy, please contact TIAA.

Have questions or need more information?

Contact Customer Service at 1 800 842-2252 Monday to Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m.
More contact information