Retirement

Find details pertaining to Saint Mary's College of California retirement programs and your options as an employee.

Considering retirement?  Sign up for a 1:1 consult:

• 1:1 Consultation with a member of the Benefits Department - email benefits@dbctl.com  
• 1:1 Consultation with Medicare insurance consultant Imre von Komarnicki - email imrevon@gmail.com or call (510)629-9539
• 1:1 Consultation with a TIAA representative

TIAA 403(b) General Information

• TIAA Website - use this link to update payroll deduction amounts
• Schedule a meeting with a TIAA representative to review current investment line up

TIAA 457(b) Plan Information

Heffernan Retirement Services

• Social Security Webinar: When Should You Start Receiving Retirement Benefits
• Updated Retirement Informational Videos coming soon! 
• Please email benefits@dbctl.com with any questions. 

Emeriti

Webinars:

• Emeriti Post Retirement Transition Benefit Overview

• Recording
• Emeriti 101

• Recording
• Medicare 101

• Recording

Retirement Planning Information:

• Emeriti Retiree Health Plan Website

Rx Debit Card

Forms

Background

• Emeriti Retiree Health Plan Program at Saint Mary's College of California - 2007 Background

Current Plan Documents & Required Postings

• Emeriti 2020 Summary Annual Report (posted 12/1/21)

• Emeriti Plan Document (Restated 01-01-2015)

• Adoption Agreement Emeriti Retiree Health Model Plan (05/20/16 Amendment)

• Amendment to Adoption Agreement - Schedule D (effective 3/21/22)