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Setting Up A TIAA Account

Employees who are reasonably expected to work at least 1,000 hours in a calendar year are eligible to participate in our 403(B) retirement plan. 

Instructions for setting up a TIAA account online 

  • Online account creation is required for any eligible employee who is interested in college contributions toward retirement.
  • All full-time, part-time I and part-time II staff as well as full-time and half-time faculty are eligible to participate in our 403 B retirement plan.
  • There is no obligation to contribute, however it's worth considering setting up an account because the college contributes 1% of your salary on a monthly basis.
  • It's best to set up an online account before your first payroll cycle to maximize your benefit.

Follow the hyperlink and steps below to set up an online account on your behalf:

  1. https://www.tiaa.org/public/offer/products/retirement-plans/employer-sponsored-retirement-plans/enroll-in-retirement-plan
  2. Click on “enroll”
  3. Click "register now" for a new account.
  4. Create your account and enter the code 334041
  5. Follow the process and make sure you name a beneficiary

Here is a copy of our 403 B  summary plan document with TIAA.

To access the payroll salary deduction form for your own 403 B contributions, please see the New Hire Forms page here.

CG Financial Services

Information about CG Financial

CG Financial has been in business for 20 years and has helped a number of educational participants across the nation.  With 6 offices across 3 different states, you have a dedicated team to help you with whatever financial situation you may have.  Warren Wilson College participants now have the opportunity to speak with and consult with a number of CFP® and AIF® professionals anytime they would like.  They are an independent financial planning firm that is not affiliated with or compensated by TIAA in anyway.  This allows them to provide objective and genuine advice to you in any and all financial subjects.  These financial subjects include life insurance, college planning, budgeting, debt consolidation, estate planning, etc.  For retirement planning purposes CG Financial is relationship centric to help create a plan for you.  Every participant will be able to define their own goals/objectives and be advised based off their unique situation.

Your financial wellness is important. As such, please take advantage of all items available to you from our retirement plan advisors at CG Financial in meeting your goals. We have made these educational services obtainable to you at no cost! 

 

If you would like to schedule a virtual meeting with Richard Adams, a licensed advisor, from CG Financial use this link https://calendly.com/richardamycgfinancial/participant-education

 

You can also email Richard at [email protected]

Recent Plan changes to Target Income Portfolios

1/25 Webinar: Announcing Enhancements to the Warren Wilson College Retirement Plan

*Please use this link to an informative video message about our retirement plan enhancements from Richard Adams, our Advisor from CG Financial.

How you can learn more

To review your account online, visit TIAA.org/warrenwilson. If you have questions or need assistance, call TIAA at 800-842-2252. 

CG Financial Services, email Richard Adams at [email protected]