Investing in you

Savings and Contributions

Trinity provides comprehensive retirement programs to provide for your long-term financial security. The University will also make an employer contribution to your 403(b) retirement account.

When coverage begins
After 2 years of service and attaining age 21, Trinity employees must begin participation in a retirement program through TIAA-CREF (Teachers Insurance Annuity Association - College Retirement Equities Fund).

Employer Contributions
Trinity will make an employer contribution to your retirement plan and you contribute a minimum of 3% into the funds of your choice (fixed, variable, or mutual fund).

Supplemental Contributions
The option of contributing to a supplemental retirement annuity is also available through TIAA-CREF. You may view TIAA-CREF's web seminars online.

Download Summary Plan View full plan Register for TIAA Webinars

Additional documents and resources:

TIAA-CREF performance data
Mutual Funds and in-plan annuities for various types of accounts

2022 Trinity University 403(b) Retirement Plan Annual Report
Summary of finances, how to receive the full report, and more

Retirement/Pension Policy
Special benefits for retired faculty and staff

Hardship Amendment
An Amendment to the Summary Plan Description

Retirement Adoption Agreement
Adoption agreement information for Trinity University

Fee disclosure investment options comparison chart
Contains important information regarding your plan's investments and expenses.

Fee disclosure plan information
Summary of plan services and costs

 

Retirement Eligibility

Employees satisfy the criteria for Retirement Eligibility on the date you have ceased with Trinity and have:

attain age 55 and have 10 or more years of service 
Or
attain age 65 and have 5 or more years of service 

 

Emeriti Health Account

A tax advantaged way for you to invest and accumulate assets exclusively to help meet future retiree medical expenses, with investment choices and administrative services provided by TIAA-CREF.

Employer Contributions
Trinity University will make an annual contribution for all employees age 40 and over until they resign, retire, or for 25 years, whichever occurs first. You may also opt to set aside a minimum of $5 or more per month through after-tax payroll deduction. Future earnings and withdrawals are not taxable.

Set up your account
To set up your account please contact Emeriti at 1-866-EMERITI (1-866-363-7484).

Download summary plan Emeriti Summary Annual Report for 2022