Retirement and Deferred Compensation (401k, 457, 403b) Orientation
Downloading & Submitting Forms
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- By mail: Retirement Services
600 Henley Street
Suite #221
Knoxville, TN 37996-4125 - Email: retirement@tennessee.edu
- Fax: 865-974-3559
Retirement PowerPoint Presentation
1. Retirement Plans Available:
A. New Hire Employees (After July/2014)
Retirement: Hybrid Retirement Plans – 5% Contribution by Employee & 9% Contribution by employer
- Tennessee Consolidated Retirement System (TCRH) Available to Nonexempt and Exempt Employees
- Optional Retirement Program (ORPH) Available to Exempt Employees Only
ORP Withdrawal Restrictions
ORP Vendor Withdrawal Restrictions
B. Rehired Employees (Prior Employment to 06/30/2014)
Retirement: Legacy Retirement Plans- Non-Contributory plans with employer paying all contributions
PLAN CLOSED TO NEW MEMBERSHIP
- Tennessee Consolidated Retirement System (TCRS) Available to Nonexempt and Exempt Employees
- Optional Retirement Program (ORP) Available to Exempt Employees Only
ORP Withdrawal Restrictions
ORP Vendor Withdrawal Restrictions
Additional Information
2. Deferred Compensation (401k, 457, 403b) Savings Plans Available:
Available to All Regular Nonexempt and Exempt Employees
Additional Information
Retirement and Deferred Compensation Presentation
Enrollment: Forms must be submitted within 7 days of hire date. If you do not make an election, you will be automatically enrolled into the Tennessee Consolidated Retirement System (Legacy/Hybrid).
1a. Nonexempt (Hourly) Employees Retirement Plan:
Retirement Plan: Automatic enrollment into the Tennessee Consolidated Retirement System
Watch for correspondence from the retirement plan to complete the beneficiary election form.
1b. Exempt (Salaried) Employees Retirement Plan:
Employee must choose which plan to join; Tennessee Consolidated Retirement System or the Optional Retirement Program.
- HYBRID: If you are joining the Tennessee Consolidated Retirement System complete UT Hybrid Distribution form and State of Tennessee Election form.
- HYBRID: If you are joining the Optional Retirement Program complete the UT Hybrid Distribution form (>07/01/2014) and State of Tennessee Election form PLUS enroll online with your choice of vendor (TIAA, VALIC, VOYA)OR
- LEGACY: Complete UT Legacy Distribution form and State of Tennessee Election form and select Tennessee Consolidated Retirement System.
- LEGACY: Complete UT Legacy Distribution form (<07/01/2014) and State of Tennessee Election and select Optional Retirement Program PLUS enroll online with your choice of vendor (TIAA, VALIC, VOYA)
- TIAA Plan#: 403586
- VALIC Plan#: 25500-003
- VOYA Plan#: VFZ295
- Kit #: 032036
- 4-digit Location Code: 2007
2. Deferred Compensation (401k, 457, 403b) Savings Plans (14 days after employment begins)
- 401(k) Savings Plan
- 457 Savings Plan
- 403(b) Savings Plan PLUS contact your provider to open the supplemental retirement account
- Ameriprise – – Plan# 113650
- Fidelity Retirement – 800-502-7526 – Plan# 50232
- TIAA – 800-842-2252 – Plan# 102587
- VALIC – 800-448-2542 – Plan# 02138
- VOYA – 800-525-4225 – Plan# VT0057
Contact Information
Retirement Contacts
Deferred Compensation (401k, 457) Contacts
