Thomas Jefferson University

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Pension/Retirement Plans

Defined Contribution Plans

We have designated TIAA-CREF to administer all services for all Jefferson Defined Contribution Retirement Plans.  TIAA-CREF offers first-class recordkeeping services and consolidated access to manage your account(s).          

To Get The Most Out Of Your Retirement Program:

Jefferson and TIAA-CREF are committed to providing the resources you need to plan for the future you deserve.

Defined Benefit Pension Plan

Consolidated Plan administration services are provided by Aon Hewitt, a leader in the field of benefits administration, for participants in the TJU Employees’ Pension Plan and TJUH, Inc. Employees’ Pension Plan (including Methodist Hospital Division).

  • You may access services here. You may also call Your Pension Resouces at 1-855-354-6942.
  • Features include projecting pension benefits using various assumptions, accessing trained retirement specialists for assistance, and commencing pension benefits.
  • Representatives are available Monday-Friday, 9am-6pm.

We think you’ll agree that Your Pension Resources is a convenient and easy way to manage your Pension Plan benefit!

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Retiree Checklist

Below is a checklist that will help you plan for retirement:

Retiree Checklist

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Summary Plan Descriptions &
Compliance Reports

Jefferson Retirement Plan Summary Plan Descriptions (SPDs) describe covered benefits and rules that govern how each plan works. Summary Annual Reports (SARs), Annual Funding Notices, and Forms 5500 are annual reports which detail the financial status of each plan.

Defined Contribution Plans

Thomas Jefferson University Defined Contribution Retirement Plan Summary Plan Description

Thomas Jefferson University Hospitals, Inc. Defined Contribution Pension Plan Summary Plan Description
Thomas Jefferson University Hospitals, Inc. Defined Contribution Pension Plan Summary Annual Report
Thomas Jefferson University Hospitals, Inc. Defined Contribution Pension Plan Form 5500

Jefferson University Physicians Retirement Plan Summary Plan Description
Jefferson University Physicians Retirement Plan Summary Annual Report
Jefferson University Physicians Retirement Plan Form 5500

Thomas Jefferson University Voluntary 403b Tax Deferred Annuity Plan Summary Plan Description
Thomas Jefferson University Voluntary 403b Tax Deferred Annuity Plan Summary Annual Report
Thomas Jefferson University Voluntary 403b Tax Deferred Annuity Plan Form 5500

Thomas Jefferson University Hospitals, Inc. Voluntary 403b Tax Deferred Annuity Plan Summary Plan Description
Thomas Jefferson University Hospitals, Inc. Voluntary 403b Tax Deferred Annuity Plan Summary Annual Report
Thomas Jefferson University Hospitals, Inc. Voluntary 403b Tax Deferred Annuity Plan Form 5500

Jefferson University Physicians Voluntary 403b Tax Deferred Annuity Plan Summary Plan Description
Jefferson University Physicians Voluntary 403b Tax Deferred Annuity Plan Summary Annual Report
Jefferson University Physicians Voluntary 403b Tax Deferred Annuity Plan Form 5500

Thomas Jefferson University Retirement Plan for Faculty and Sr. Administrative Staff
Summary Plan Description

Thomas Jefferson University Retirement Plan for Faculty and Sr. Administrative Staff
Summary Annual Report

Thomas Jefferson University Retirement Plan for Faculty and Sr. Administrative Staff Form 5500

Thomas Jefferson University Hospitals, Inc. Retirement Plan For Sr. Administrative Staff Summary Plan Description
Thomas Jefferson University Hospitals, Inc. Retirement Plan for Sr. Administrator Staff Summary Annual Report
Thomas Jefferson University Hospitals, Inc. Retirement Plan Sr. Administrative Staff Form 5500

Defined Benefit Plans