»Retirement Savings Plans Additional Retirement Benefits

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.

• TIAA Information and Online Enrollment
• Fidelity Information and Online Enrollment

Plan Documents

• 2024 Retirement Benefits at-a-Glance
• 401(a) Defined Contribution Summary Plan Description
• Summary Annual Report

Important Notices to the Retirement Plans

• Notice of Default Investment Options
• T Rowe Price Target Fund Fact Sheet

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.

• TIAA Information and Online Enrollment
• Fidelity Information and Online Enrollment

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

• Notice of Default Investment Options
• T Rowe Price Target Fund Fact Sheet

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.

• Overview and How it Works
• Summary Plan Description
• Salary Reduction Agreement Form

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. 

Summary Plan Description

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.