Investment Options for the UU Organizations Retirement Plan
The Unitarian Universalist (UU) Organizations Retirement Plan participants document their investment elections on the enrollment form when they initially enroll.
Thereafter, participants may reallocate; some experts recommend reviewing and potentially reallocating every six months, and when certain life events occur (marriage, birth, divorce, etc.).
Employees of auto-enroll Employers: find information regarding the "Auto-Enroll" process and the qualified default investment alternative:
- Auto-Enrollment and the Retirement Plan and
- Annual Plan Notice (PDF, 8 pages) Regarding Safe Harbor, Automatic Enrollment, and Qualified Default Investment Alternative Provisions.
Participants may reallocate investments among the fund options by contacting TIAA-CREF at (800) 842-2829; TTY (800) 842-2755.
For more information contact firstname.lastname@example.org.