Department of Human Resources
Retirement/Pension Plans
| Learn more about... Defined Benefit Pension Plan Defined Contribution Plans Retiree Checklist SPDs, SARs & Annual Funding Notices |
Defined Benefit Pension Plan
Enhanced Services for Defined Benefit
Pension Plan Participants
Beginning April 2, 2012, improved consolidated plan administration services will be provided by Aon Hewitt, a leader in the field of benefits administration to Participants in Thomas Jefferson University Employees’ Pension Plan and Thomas Jefferson University Hospitals, Inc. Employees’ Pension Plan (including TJUH-Methodist Hospital Division).
This change will provide you with the added convenience of an integrated Web site at http://www.yourbenefitresources.com/jeffersonretirement and a team of customer service representatives at 1-855-354-6942 to help you better manage your benefits. The Your Pension Resource™ Web site, managed by Aon Hewitt, will be your one-stop shop for information about your pension benefits.
Letters are being mailed to participant homes with detailed information about these service enhancements.
Once the transition period begins in early April
Beginning April 2, 2012, you can access the Your Pension Resources™ Web site from any computer with Internet access. Just visit http://www.yourbenefitresources.com/jeffersonretirement to get started. If you are accessing the site for the first time, click “Register as a New User”. You'll be prompted to set up your user profile by entering identifying information in order to access the site. Once you're registered and have a User ID and Password, the next time you visit the Your Pension Resources™ Web site, you'll simply enter them to sign in. The Web site is available 24 hours a day, seven days a week (except for periodic system maintenance).
Services will include projecting pension benefits using various assumptions, accessing trained retirement specialists for assistance, and commencing pension benefits.
If you need help using the Web site or have questions after the transition, call Your Pension Resources™ at 1-855-354-6942 to speak with a customer service representative. Representatives will be available between 9:00 a.m. and 6:00 p.m. Eastern time, Monday through Friday.
We're excited about this change! We think you'll agree that Your Pension Resources™ is a convenient and easy way to manage your Pension Plan benefit!
Defined Contribution Plans
The time to save for retirement is now!
Jefferson helps you plan for retirement by:
- Providing plans that allow you to save on a pre-tax basis
- Providing excellent investment choices through Vanguard or TIAA-CREF
- Offering retirement planning education through Vanguard and TIAA-CREF, including counseling sessions with a representative, on-line education and informational brochures
- Making saving easy and convenient through payroll deductions
Retirement planning is an important task that many people ignore. Pay yourself first and use Jefferson’s plans to build funds for your retirement income. The key is to start early and be consistent, no matter how much you can contribute now. It is important to understand that our plans, like most employer sponsored plans, rely on three sources for retirement income:
- Company sponsored retirement plans
- Social Security
- Personal savings
For more information on the Jefferson plans and why saving is so important, go to
www.jefferson.vanguard-education.com/enroll/
The site includes information listed in the chart below.
We use Vanguard and TIAA-Cref as investment providers. You may use either company or both for your investments.Vanguard & TIAA-CREF Counseling Sessions Schedule
Contact them at:
www.meetvanguard.com or call 800-662-0106 x14500
www.tiaa-cref.org/letstalk or call 800-732-8353.
Retiree Checklist
SPDs, SARs & Annual Funding Notices
Jefferson Retirement Plan Summary Plan Descriptions (SPDs) SPDS, or Summary Plan descriptions, describe the covered benefits and the rules that govern the way the plan works. Please select the SPD for the plan at your Jefferson location.
Jefferson University Physicians
- Jefferson University Physicians Retirement Plan Summary Annual Report
- Jefferson University Physicians Retirement Plan Summary Plan Description
- Jefferson University Physicians Retirement Plan Determination Notice
- Jefferson University Physicians Voluntary 403(b) TDA Plan Summary Annual Report
Thomas Jefferson University
- Thomas Jefferson University Employees' Pension Plan, Notice to Interested Parties
- Thomas Jefferson University Employees' Pension Plan Annual Funding Notice
- Thomas Jefferson University Employees’ Pension Plan 5500 Annual Return/Report of
Employee Benefit Plan - Thomas Jefferson University Employees' Pension Plan Summary Plan Description
- Thomas Jefferson University Retirement Plan for Faculty and Senior Administrative Staff
Summary Annual Report - Thomas Jefferson University Retirement Plan for Faculty and Senior Administrative Staff
Summary Plan Description - Thomas Jefferson University Voluntary 403(b) TDA Plan
Summary Annual Report
Thomas Jefferson University Hospitals, Inc.
- Thomas Jefferson University Hospitals, Inc. Employees’ Pension Plan Annual Funding Notice
- Thomas Jefferson University Hospitals, Inc. Employees’ Pension Plan Determination Notice
- Thomas Jefferson University Hospitals, Inc. Employees’ Pension Plan 5500 Annual Report/
Return of Employee Benefit Plan - Thomas Jefferson University Hospitals, Inc. Employees’ Pension Plan Determination Notice
- Thomas Jefferson University Hospitals, Inc. Employees' Pension Plan (Defined Benefit)
Summary Plan Description - Thomas Jefferson University Hospitals, Inc. Employees' Pension Plan (Defined Contribution)
Summary Plan Description - Thomas Jefferson University Hospitals, Inc. Retirement Plan For Senior Administrative
Staff Summary Plan Description - Thomas Jefferson University Hospitals, Inc. Voluntary 403b TDA Plan
Summary Annual Report - Thomas Jefferson University Hospitals, Inc. Defined Contribution Pension Plan
Summary Annual Report - Thomas Jefferson University Hospitals, Inc. Retirement Plan for Senior Administrator Staff
Summary Annual Report
