» Chapman University Retirement Plans


2022 Retirement Benefits 


Important Notices to the Retirement Plans

Chapman University Tax Deferred Annuity (TDA) 403b Plan

  • The Tax Deferred Annuity Plan consists of employee contributions only.
  • Eligibility is immediate, there is no waiting period and participation is voluntary.
  • Pre-tax and after-tax Roth Contributions are available
  • Authorized fund sponsors are TIAA and Fidelity Investments


Chapman University Defined Contribution (DC) 401a Plan

  • Eligibility for the Defined Contribution Plan follows the completion of 90 days of continuous service with the university.
  • The waiting period will be waived if you have an existing 403b or 401a account with TIAA or Fidelity.
  • The DC Plan consist of employer contributions only. The employer contribution consist of two contribution levels. First, a 3% discretionary employer contribution (no employee contributions are required), and second, a 1% to 6% discretionary employer matching contribution (employee contribution required).
  • Vesting of employer contributions is delayed over a four year period, 25% per anniversary year.



Information and Online Enrollment

Fidelity Investments
Information and Online Enrollment

Summary Plan Description and Annual Reports

Faculty Phased Retirement

The terms of the retirement plans are governed by legal documents. Should there be any inconsistencies between this information and the legal plan documents, the plan documents are the final authority.