Updates on the JHU retirement plans transition: What's happening now

The transition of the Johns Hopkins University retirement plans announced a year ago is underway. As of July 22, TIAA will serve as the university's sole recordkeeper with its new streamlined investment menu.

New TIAA accounts were issued in June, and welcome packets for each new account—your contributions and those of JHU—were sent out via mail or email. You can log into your new accounts by clicking here to set up your beneficiary. Everyone, including current TIAA participants, will have to specify beneficiary information for each new TIAA account.

As of July 18, a blackout period starts for participants who have accounts with the prior record keepers: American Century, Fidelity, T. Rowe Price, and Vanguard; during that time, participants cannot change investment choices, take loans or withdrawals, or transfer funds. If you are with any of the above recordkeepers, your retirement savings will be moved on July 22 (annuity savings will not be moved). Your July 15 payroll contribution will be directed into your new TIAA account.

If you are already with TIAA, your retirement savings will be moved to your new TIAA account during the week of July 25.

See the Transition Timeline for more details.

Need help?

You can get personalized help to understand the changes and the new funds by reaching out to these resources:

• Marsh McLennan Agency, JHU's new independent financial adviser, is available to help you make decisions about your retirement investments. This free service is available to all full-time faculty and staff. Schedule a one-on-one meeting with an MMA financial coach here.
• Contact TIAA at 888-200-4074, weekdays from 8 a.m. to 10 p.m., or schedule a meeting with a TIAA financial consultant at TIAA.org/schedulenow.

Questions?

For general questions about the retirement plans and transition, contact the JHU Benefits Service Center by email at benefits@jhu.edu or call 410-516-2000, weekdays from 8:30 a.m. to 5 p.m. For answers to specific questions about the transition and for help making changes to your accounts, call TIAA at 888-200-4074, weekdays from 8 a.m. to 10 p.m.