How to Enroll: Staff Retirement Plan
The Staff Retirement plan is a 403(b), university funded retirement plan. Staff employees are eligible to enroll in this plan after 2 years of consecutive service, having worked at least 975 hours in each year. Once you become eligible and take the steps to enroll, Tulane will contribute 8% of your base salary to the vendor of your choice. There are two steps to enroll in the Staff Retirement plan.
Step #1: Establish an account with either Fidelity Investments or TIAA-CREF
To establish an account with Fidelity:
- To enroll with Fidelity, go to enrollonline.fidelity.com
- Type in the plan's identification number, 84782, and your Social Security number.
- Follow the prompts to create a customer number (other than your Social Security number) and PIN.
- Go to netbenefits.fidelity.com and establish an investment allocation in NetBenefits.
- Select "Beneficiaries" in the "My Profile" section.
- Designate your beneficiary(ies) for your 403(b) account at Fidelity and receive instant online confirmation.
- **If you are having problems with the website, call 1-800-343-0860.**
To establish an account with TIAA-CREF:
- To enroll with TIAA-CREF, go to tiaa-cref.org/tulane
- Click on "Enroll Now."
- If you are newly enrolling with TIAA-CREF, register first by selecting "Register with TIAA-CREF" under the heading "Ready to get started."
- If you are already registered with TIAA-CREF, enter your user id in the log in section and proceed with the enrollment process for Tulane University Retirement Plans.
- Once you are logged in, select the plan you want to enroll – "Tulane University Staff Retirement Plan."
- Follow the prompts to complete the enrollment.
- If you are having problems with the website, call 1-877-518-9161.
You may also schedule a one-on-one with Fidelity or TIAA-CREF representatives who can walk you through the process of establishing an account and provide guidance with the investment options. Contact information to schedule a one-on-one with Fidelity or TIAA-CREF may be found here.
Step #2: Send an email to Benefits at tubenefits@tulane.edu to notify her of your vendor choice. This step is very important because the university needs to know where to direct your contributions.
