Retirement Plan

The University retirement program allows eligible employees to participate on a voluntary basis after completing two years of employment at the University without a break in service. Eligible employees are required to participate on a noncontributory basis after completing five years of service. Monthly contributions are applied as premiums on regular retirement annuity contracts owned by the participant and may be allocated between the Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF) investment options. Each year of employment with an eligible institution during the period immediately preceding employment at Illinois Wesleyan University may be credited as year of service for retirement plan participation purposes.


Group Supplemental Retirement Annuity Plan

Employees are eligible upon hire to begin voluntary monthly contributions (tax-deferred or after-tax) to a supplemental retirement annuity plan with TIAA, within limits established by the Internal Revenue Service.




TIAA: IRS contribution limits for 2021 flyer

403b Retirement Plan SPD

Salary Reduction Agreement Form


TIAA Webinars:

To register, visit Recordings are available for 90 days after live date. 

  •  Opening doors to the future- Save in a 529 college savings plan - March 8 at 12 p.m. (ET)
  • Halfway There: A retirement checkup - March 9 at 12 p.m. (ET)
  • Beneficiary designation considerations - March 10 at 2 p.m. (ET)
  • Money at work 1: Foundations of investing - March 17 at 4 p.m. (ET)
  • Help protect you, your family and your money - March 22 at 1 p.m. (ET)
  • Tax planning considerations - March 24 at 12 p.m. (ET)
  • Charting Your Course: A financial guide for women - March 24 at 3 p.m. (ET)
  • Financial housekeeping for now and later -March 29 at 3 p.m. (ET)
  • Pagarse a uno mismo: Opciones de ingresos en la jubilación - e. miércoles, 30 marzo, 2022, 16:00 EDT
  • Money at Work 2: Sharpening investment skills - April 12 at 12 p.m. (ET)
  • Looking to turn your retirement savings into a paycheck for life? - April 12 at 3 p.m. (ET)
  • Quarterly economic and market update - April 13 at 12 p.m. (ET)
  • Inside Money: Managing income and debt -  April 14 at 12 p.m. (ET)
  • Retirement Income Diversification—What, Why and How - April 14 at 3 p.m. (ET)
  • An Introduction to Alternative Investments: Real estate - April 20 at 12 p.m. (ET)
  • The Starting Line: Beginning to save for retirement - May 11 at 12 p.m. (ET)
  • The power of savings - May 11 at 3 p.m. (ET)
  • Estate planning considerations - May 12 at 12 p.m. (ET)
  • Lifetime Income: Marketproof your retirement - May 12 at 3 p.m. (ET)
  • The New Nest Egg: Why an HSA can be an important component to your retirement savings strategy - May 18 at 3 p.m. (ET)
  • Opening doors to the future—Save in a 529 college savings plan - May 24 at 12 p.m. (ET)
  • Attention to Detail: Financial finishing touches for women - June 14 at 11 a.m. (CT)
  • Demonstrating the value of responsible investing - June 14 at 2 p.m. (CT)
  • At Your Fingertips: Manage your money from wherever you are - June 15 at 2 p.m. (CT)
  • Help protect you, your family and your money - June 16 at 11 a.m. (CT)
  • Tomorrow in Focus: Saving for your ideal retirement - June 16 at 3 p.m. (CT)
  • Market Volatility & Retirement - June 16 at 1 p.m. (CT)