Retirement Info at Your Fingertips
Visit the dedicated retirement plan website at https://www.tiaa.org/plu to access your account, transfer funds and change allocations. You can also review plan information and investment performance, as well as access interactive retirement planning tools and calculators.
Every month, our TIAA representative visits campus to meet with employees one-on-one and answer questions about retirement. To schedule an appointment with a TIAA consultant, go here.
- Live Webinar Promo Flyer
- Planning for retirement – the why what and how
- Social Security strategies for married couples
- Q3 2019 LiveWebinarCalendar
Retirement Plan Information
If you have any questions, please contact Human Resources or Aileen Ochinang, Benefits Specialist at 253-535-8146.
Pacific Lutheran University 403(b) Retirement Plan Document
(adopted by Executive Committee of the Board 12/01/08)
Administrative Interpretation – 2011
Second Amendment – 2011
Third Amendment – 2012
Fourth Amendment- 2012
Plan Amendment – 2009
Investment Policy Statement – 06/01/11
Brief Investment Descriptions
Electronic Link to Investment Prospectuses
Multnomah Group Investment Manager Selection Process
TIAA-CREF Designating Beneficiaries Form
Summary Plan Description – 01/01/09
Fund Fact Sheets