Investment Options-HR @ Carnegie Mellon University - Carnegie Mellon University

Investment Options

The links below allow you to review the investment options available under the Carnegie Mellon University plans and vendors.

TIAA-CREF

Vanguard

Fee Disclosures

Rollover and Transfers

Current Faculty and Staff Retirement Plan participants may transfer their assets between CMU retirement vendors. All participants may rollover their assets from a previous institution to CMU. Participants who terminate employment with the University may rollover their assets at CMU to another institution.

If you are transferring assets from one vendor to the other, your future pay check contributions will not change until you complete the change in Workday.

Transfer Assets from TIAA-CREF to Vanguard

  1. Complete Vanguard's Vanguard Asset Transfer Form [pdf] and submit to Vanguard.
    Mail: Vanguard, P.O. Box 1101, VM H20, Valley Forge, PA 19482
    Fax: 484-582-2929
  2. Complete TIAA-CREF's TIAA-CREF to Vanguard Direct Transfer Form [pdf] and submit to TIAA-CREF.
    Standard Mail: TIAA-CREF, P.O. Box 1268, Charlotte, NC 28201-1268
    Overnight Mail: TIAA-CREF, 8500 Andrew Carnegie Blvd., Charlotte, NC 28262
    Fax: 800-914-8922 (within U.S.); 704-988-7653 (outside U.S.)
  3. You should be notified once the transfer is complete.

Transfer Assets from Vanguard to TIAA-CREF

  1. Complete the Moving Funds to TIAA-CREF Form [pdf] and submit to TIAA-CREF.
    Standard Mail: TIAA-CREF, P.O. Box 1260, Charlotte, NC 28201-1260
    Overnight Mail: TIAA-CREF, 8500 Andrew Carnegie Blvd., Charlotte, NC 28262
  2. You should be notified once the transfer is complete.

Rollover Assets from an Outside Institution to CMU

If you are rolling over your assets from an outside institution to CMU, you may need to complete one of the following forms.

Contact your vendor for more information.

Rollover Assets from CMU to an Outside Institution

If you are terminated and/or leaving the University, contact your retirement plan vendor - TIAA-CREF and/or Vanguard - directly to rollover funds to another institution or vendor.

retirement carriers

TIAA-CREF
TIAA-CREF Website
TIAA-CREF Online Enrollment Instructions [pdf]
National Center:
800-842-2776
Client Scheduling:
800-732-8353
TIAA-CREF Forms Center

Vanguard
Vanguard Website
Vanguard Online Registration Instructions [pdf]
National Center:
800-523-1188
Client Scheduling:
800-662-0106, ext. 14500
Vanguard Forms/Literature

update current retirement contributions

Log-in to Workday