» Retirement Savings Plans
401(a) - Employer Contributions
The 401(a) Defined Contribution plan consists of employer contributions only. The employer contribution consists of two contribution levels. First, a 3% discretionary employer contribution (no employee contributions are required), and second, 1% to 6% discretionary employer matching contribution (employee contribution required).
Eligibility begins the first of the month following hire.
Vesting employer contributions is delayed over a four year period, 25% per anniversary year.
Plan Documents
- 2024 Retirement Benefits at-a-Glance
- 401(a) Defined Contribution Summary Plan Description
- 2023 Summary Annual Report
Important Notices to the Retirement Plans
403(b) - Employee Contributions
This Tax Deferred Annuity Plan consists of employee contributions only.
Eligibility begins the first of the month following hire. Participation is voluntary.
Pre-tax and after-tax Roth Contributions are available. Authorized fund sponsors are TIAA and Fidelity Investments.
Plan Documents
- 2024 Retirement Benefits at-a-Glance
- 403(b) Tax Deferred Annuity Summary Plan Description
- 2023 Summary Annual Report
- Salary Deferral Election Form
- Participation Loan Policy
- Universal Availability Notice
Important Notices to the Retirement Plans
457(b)
The 457(b) deferred compensation plan offers a select group of senior management and highly compensated employees and exclusive opportunity to double the tax-deferred contributions they set aside annually for their retirement. Explore the links provided to learn about eligibility, contribution limits, and how to get started.
Additional Retirement Benefits
Phased Retirement
Make the most of your upcoming golden years by balancing your career at Chapman with retirement.
The phased retirement benefit is a voluntary program for tenured, full-time faculty members who wish to ease their transition into retirement while still receiving a percentage of their base pay.
Retirement Planning & Financial Guidance
TIAA Tools and Resources
Insights: Tools, videos, and advisors to help you plan for your retirement
Schedule a Meeting: Discuss your financial situation with a TIAA consultant, virtually or in-person
Seminars and Webinars: Get insight and advice to help you save and invest for your future. Live seminars and on-demand webinars are available.
Fidelity Tools and Resources
Plans and Investments: Learn about tax-deferred opportunities to save for your future through Fidelity
Tools and Resources: From savings and take-home pay calculators to plan forms and documents
Webcast Hub: Watch on-demand videos on managing life, saving and investing, and preparing for retirement.
Schedule a Meeting: meet with a Fidelity Workplace Financial Consultant for a complimentary, one-on-one session.