Manage Your Retirement Savings

Manage Your University of Pittsburgh Retirement Savings Plan Through TIAA

Log in to your TIAA account

  1. To log in to your TIAA account, visit my.pitt.edu.
  2. Log in using your Pitt username and password.
  3. Click the My Resources tab, then select Human Resources under the drop-down menu.
  4. Click on Retirement Savings Plan Access.
  5. If you are no longer a University of Pittsburgh active Faculty or Staff member, you can access your account by going to https://www.tiaa.org/public and click on the Log In button on the top right corner. You will need a TIAA user ID and password.

Change the amount of your contribution

Once you are logged in to your TIAA account:

  1. Click on the Manage Elections button.
  2. Enter a percentage of each paycheck or select the maximum contribution, which is the maximum amount allowed under IRS regulations. You must also indicate an effective date of the change. If you do not change the effective date, the change will occur the first of the following month. Click the Payroll Schedules link to better understand when you will see the change reflected in your pay, future-dated effective dates, or if you are on a biweekly pay schedule.
  3. You can choose to split your contribution between pre-tax, Roth and after-tax. If you do not indicate otherwise, you will be defaulted to pre-tax only.
  4. If you are eligible for the Accelerated Option, you will have the option to check a box to Select the Accelerated Option.
  5. Once you are done, click on the Continue button.
  6. Review your election and how it is divided among the available University of Pittsburgh plans. When ready, click Confirm Elections to process your request.
  7. After showing your election into the plan, you will be asked if you would like to contribute to the 457(b) plan, if you are eligible for it. If you would like to contribute to the 457(b) plan, choose "yes" and continue to make your election.

Update your beneficiary

Until you make a beneficiary election, your beneficiary will show as "Estate." To establish or update your beneficiary, start by logging in to your TIAA account, then:

  1. Click Actions.
  2. Select Add/Edit Beneficiaries.

Please note: Aach account that you have through the University is able to be updated separately.

View your account balances

To view your account balances, log in to your TIAA account and click on the Accounts tab. You will start on the Overview tab, which shows your balances per each plan. If you click on Investments, you will be able to view your balances per each fund in which you are invested.

Enroll in the Roth Option

Once you are logged in to your TIAA account:

  1. Click on the Manage Elections button.
  2. Enter the percentage of each paycheck you wish to contribute and then click on Split this amount between Pre-tax, Roth and After-tax link. Enter the percentage of your paycheck that you wish to contribute on both a pre-tax and/ or Roth basis. Note that percentages indicated for pre-tax/Roth split must total the same percentage indicated above as the total per pay period. Click the Payroll Schedules link to better understand when you will see the change reflected in your pay, future-dated effective dates, or if you are on a biweekly pay schedule.
  3. Once you’re done, click on the Continue button.
  4. Review your election and how it is divided between pre-tax and Roth within the University of Pittsburgh plans. When ready, click Confirm Elections to process your request.

Enroll in Accelerated Option

Once you are logged in to your TIAA account:

  1. Click on the Manage Elections button.
  2. Enter the percentage of each paycheck you wish to contribute or select the maximum contribution. You must also indicate an effective date of the change. Click the Payroll Schedules link to better understand when you will see the change reflected in your pay, future-dated effective dates, or if you are on a biweekly pay schedule.
  3. If you are eligible for the Accelerated Option, you will have the option to check a box to Select the Accelerated Option. (You will only be able to select this option if you are contributing at least 8%.)
  4. Once you’re done, click on the Continue button.
  5. Review your election and how it is divided within the University of Pittsburgh plans. You will notice that the Employer Match percentage reflects the increased percentage. When ready, click Confirm Elections to process your request.

Change the directions for how your future contributions will be invested

Once you are logged in to your TIAA account:

  1. Click Actions.
  2. Click Change Your Investments.
  3. Select Choose Contributions.
  4. Select a plan to create a new investment mix for future contributions.
  5. Choose the effective date for your change in section 1. Go to 2.
  6. Choose Your Funds and select the investment options to which you want to contribute.
  7. If you’re not sure which investments to select, go to the Don’t Know What to Pick? box and select Launch Tool to use the TIAA asset allocation calculator. This calculator will offer you information on how to create yourinvestment mix by asset class, based on your risk tolerance.
  8. Once you’re done, click the Preview Changes button.
  9. Review the information you provided and, when ready, click Submit to process your request.

Transfer monies between investment options

Once you are logged in to your TIAA account:

  1. Click Actions.
  2. Click Change Your Investments.
  3. Select Choose Contributions.
  4. Under Retirement Plans & IRAs, choose Change Investments.
  5. Select the plan in which you would like to adjust your current money.
  6. Choose the effective date for your change in section 1.Go to 2. Choose the Source Fund (Transfer from) drop-down menu and pick the investment you want to transferfrom (you can select either a dollar amount, percentage or transfer all).
  7. Scroll down to 3. Choose the Destination Funds (Transfer to). Add the dollar amount or percentage that you want totransfer to this account or fund.
  8. Once you’re done, click the Preview Changes button.
  9. Review the information you provided and, when ready, click Submit to process your request.

Get advice on how to invest your retirement plan assets

Once you are logged in to your TIAA account:

  1. Click Resources.
  2. You are able to select the Retirement Advisor tool, access other tools and calculators, or find other educational and helpful resources.
  3. To set up a One-on-One Advice session with a TIAA Financial Consultant, go to www.tiaa.org/schedulenow-PITT or call 1-800-682-9139.

Register for eDelivery of statements and communication

Eliminate mailing time and paper clutter by signing up for eDelivery. You may select which communications you would like to receive electronically, from your account information (Quarterly Statements, Tax Reporting Forms, Transaction Confirmations) to required notifications and disclosures (Prospectuses, Annual Financial Reports, Annual Privacy Notice, Proxy Information, Public Disclosures).

  1. Log in to your TIAA account.
  2. Click Actions.
  3. Select Update Your Profile.
  4. Choose Communication Preferences.
  5. Update your prefereences and click Save My Preferences.

Have questions? TIAA is here to help.

If you need assistance changing your contribution rate, call 1-800 682-9139, Monday to Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m. (ET).