Summer Wellness
Visit the Wellness Events Page for this Summer's Activities!
2014 Pride Parade
USFers participate in the 2014 Pride Parade
Arts and Sciences MM
Staff from Arts & Sciences Enjoy a Meaningful Mile Walk
Human Resources - Room 339, Lone Mountain Main
Human Resources - Room 339, Lone Mountain Main
2014 Family Fun Day
Family Fun Day 2014 was a huge success!
Summer Wellness 150
Get Active this Summer with GoUSF's Summer Wellness Events! Read More »
Schedule your financial and retirement planning consultation

Retirement Planning

Phone: 800-842-2252

Fidelity Investments

Phone: 800-343-0860

USF offers both a Defined Contribution Plan: 401(a), and a Voluntary Retirement Plan: 403(b). The 401(a) is provided through TIAA-CREF and 403(b) is provided through TIAA-CREF and/or Fidelity Investments. 

See below for more information about these plans:

Defined Contribution Plan 401(a)
Voluntary Retirement Plan 403(b)

Retirement Plan Fees 

Every year, Participant Disclosure Notice(s) are required to be sent to all eligible employees for the University’s 401(a) and 403(b) retirement plans to help you make informed decisions about your investment options. 

Read on to find out what is included in these disclosure notices

Click here to go directly to the disclosure notices on the Benefits Compliance Information webpage. 

403(b) Salary Reduction

On October 31, 2013, the Internal Revenue Service announced cost-of-living adjustments affecting dollar limitations for pension plans for tax year 2014. However, for employee contributions to the University's 403(b) plan, there is no change from the 2013 contribution limits, which are as follows:

  • If you are under age 50 in 2014, you may contribute up to $17,500
  • If you are are 50 or older in 2014, you may contribute up to $23,000

If you are interested in changing your contribution amount, please click here for the form.

Emeriti Retiree Health Solution 

The Emeriti Health Account offers a tax-advantaged way to save, invest and accumulate assets to pay for healthcare expenses in retirement for full-time faculty/librarians and non-union staff. 

For more information click here, visit, or call (866) 685-6565. 

Medicare Information

Medicare is the federal health insurance program for individuals age 65 and over. Please review the Medicare and You handbook for detailed information.

Additional information can be found on the Social Security Administration website or by contacting your local Social Security Administration office.