• By October 31: If you want to move your current mutual funds at TIAA (including Vanguard Cash Reserves Federal Money Market Fund, Vanguard Balanced Index Fund, and the Nuveen Lifecycle Funds) into mutual funds at Fidelity or into an investment annuity at TIAA that is accepting balance transfers (TIAA Traditional, CREF Stock, or CREF Money Market), you must do so by October 31. If you take no action by October 31, any existing balances in mutual funds at TIAA will transfer to Fidelity based on the fund mapping.
     
  • If you take no action by October 31: Any existing balances in mutual funds at TIAA will transfer to Fidelity based on the fund mapping.
     
  • Balances in TIAA Traditional, CREF Stock, CREF Money Market, or any other TIAA or CREF investment annuity account will not transfer to Fidelity. You do not need to take action regarding these investments. See a complete list of annuities in the university’s Plans. If you wish to move these investments to Fidelity, please contact Fidelity for assistance.  
     
  • To review your current TIAA balances, log into NetBenefits and select “Tufts Univ. 403(b)” or “Tufts Univ. 401(a)” for plan-specific details. To see your TIAA investment details, visit tiaa.org/tuftsuniversity or call 800-842-2776. See the fund mapping to confirm which of your investments are annuities and which are mutual funds.
     
  • You may sign up now for one of the virtual information sessions scheduled throughout the spring and summer to answer questions about the transition.
     
  • In early September, we will send an email to your Tufts address with a digital Transition Guide (PDF) and an invitation to register for an in-depth education session to help you prepare.
     
  • For more information, please see the Frequently Asked Questions.