The Unitarian Universalist (UU) Organizations Retirement Plan participants select their investments 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 such as marriage, birth, divorce, etc., occur.
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, 9 pages) Regarding Safe Harbor, Automatic Enrollment, and Qualified Default Investment Alternative Provisions.
Participants may reallocate investments among the fund options by contacting TIAA at (800) 842-2829; TTY (800) 842-2755. Be sure to provide authentication information when requested so that you will reach a National Call Center representative who is familiar with our unique church plan.