Carnegie Mellon University

Transition to Single Recordkeeper

Starting on March 26, 2020, the CMU Retirement Plans — the Faculty and Staff Retirement Plan (FSRP) and the 401(k) Plan — will all be administered by TIAA, and TIAA will become the single recordkeeper for the plans. Note that university contribution rates, eligibility and vesting requirements will remain the same.

Important Updates

As of September 1, 2020, the Carnegie Mellon University retirement plan transition to TIAA as recordkeeper is complete, and all plan participants are fully transitioned. Please review the Asset Transfer Notice [pdf] for details. 

When you log in to your account at TIAA.org/CarnegieMellon, you can now:

  • Make investment changes to your current balance or future contributions
  • Double-check your beneficiary information on file with TIAA
  • Use the online Retirement Advisor tool to create your own retirement action plan

Resources/Support Available

You can get personalized advice from a TIAA financial consultant at no additional cost to you to find out how you can make the most of the CMU retirement plans. Schedule a virtual meeting by calling 800-732-8353, weekdays 8 a.m. to 8 p.m. (ET), or visiting TIAA.org/ScheduleNow.

If have any questions about the transition, please call TIAA at 800-842-2252. Consultants are available weekdays, 8 a.m. to 10 p.m. and Saturdays, 9 a.m. to 6 p.m. (ET).