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:
Participants may reallocate investments among the fund options by contacting TIAA-CREF at (800) 842-2829; TTY (800) 842-2755.
For more information contact retirementplan @ uua.org.
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Last updated on Friday, December 19, 2014.
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