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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
- 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
- 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.
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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.