Tax-Deferred Annuity Plans

Beginning February 1, 2000, University of Pennsylvania employees will have a valuable new resource for information about the University's Tax-Deferred Annuity (TDA) plans: The University of Pennsylvania Retirement Call Center. The Call Center will be your main source of information about general TDA plan features, such as eligibility, University contributions, and enrollment.

The Call Center will be administered by TIAA-CREF, but you should contact the Call Center with your general TDA plan questions whether you participate with TIAA-CREF or Vanguard. When you call, you will receive assistance from trained representatives, dedicated exclusively to the University of Pennsylvania. The Call Center will be available weekdays from 8:30 a.m. to 5 p.m., at 1-877-PENN-RET (1-877-736-6738).

If you have more detailed questions about the investment options available under TIAA-CREF or Vanguard, or have questions about your accounts with those vendors, you will continue to contact the investment vendors directly. The Call Center can answer your questions about TIAA-CREF, and you can call Vanguard at 1-800-523-1188 for Vanguard information. In addition, representatives from TIAA-CREF and Vanguard will be easily accessible on campus each month. Contact the vendors for information on upcoming meeting schedules or to arrange a one-on-one counseling session.

 For Information About

For This Carrier

 Contact

General Plan provisions

Plan eligibility Salary

Reduction Agreements

TDA calculations

TIAA-CREF

or

Vanguard

University of Pennsylvania Retirement Call Center

1-877-PENN-RET (1-877-736-6738)

www.hr.upenn.edu

Account enrollment forms

Rollover options

Investment accounts

Account transfers

TIAA-CREF

University of Pennsylvania Retirement Call Center

1-877-PENN-RET (1-877-736-6738)

www.tiaa-cref.org

 Account enrollment forms

Rollover options

Investment funds

Fund transfers

Vanguard

The Vanguard Group

P.O. Box 1101

Valley Forge, PA 19482

1-800-523-1188

www.vanguard.com

Your maximum allowable contribution under the Plans

TIAA-CREF

or

Vanguard

University of Pennsylvania Retirement Call Center

1-877-PENN-RET (1-877-736-6738)

* CPUP employees should continue to call the CPUP Benefits Office at (215) 349-5435 or -5789 for information on maximum allowable contributions.

--Division of Human Resources


Almanac, Vol. 46, No. 17, January 18, 2000

| FRONT PAGE | CONTENTS | JOB-OPS | CRIMESTATS | Talk About Teaching: "What to Look For" (L. Robbins) | TALK ABOUT TEACHING ARCHIVE | BETWEEN ISSUES | JANUARY at PENN |