WebThe Institute provides retirees with a $5,000 life insurance policy. You may designate your beneficiary through My Account located on the Caltech website at www.caltechretireebenefits.com or by requesting a beneficiary form by calling the Caltech Retiree Service Center at 1-855-251-0910. Web• The Caltech Base Retirement Plan to which Caltech contributes • The Caltech Voluntary Retirement Plan, allows you to set aside additional savings to your retirement account on a pre-tax basis • The Caltech 457(f) Deferred Compensation Plan, provides you with an opportunity to defer compensation on a pre-tax basis in addition to contributions you can …
What Happens When I Retire? www.caltech.edu
WebIf you have money in other employer's plans, you may be able to transfer or roll it over to the Caltech retirement plan to increase your maximum loan amount. This is only if the Caltech retirement plan accepts rollovers. IMPORTANT: TIAA doesn't offer loans on Roth accumulations in 403(b)/401(k) plans. The maximum loan amount available to you is ... WebThere are changes to the Caltech Base Retirement Plan for new employees hired on or after January 1, 2024, including an updated contribution formula and vesting schedule that are detailed in the link below. 2024 Base Retirement Plan Summary of Material Modifications Evidence of Coverages (EOCs) Medical Plans Southern California black law def of church
Optional Service for Setting Up Automatic Premium …
WebCaltech sponsored plan is right for you. Visit www.caltechretireebenefits.com for detailed summaries of all the plans offered by Caltech. If applicable, enroll in Medicare Parts A and B. Call the Caltech Retiree Service Center to enroll in medical, dental, vision, 6 or the Health Reimbursement Arrangement (HRA). WebIf you retired with Caltech medical coverage before January 1, 1991, you are considered a grandfathered retiree. If you were actively at work on April 1, 1991, and you had at least 10 years of continuous Caltech service, and you met at least one of the following criteria as of April 1, 1991, you may be considered a grandfathered retiree: WebReview the Summary Plan Documents (SPD) for important information regarding the benefits available to you as a Caltech retiree. Program Summaries/SPD's Caltech-JPL SPD Mercer Health and Benefits Administration LLC AR Insurance License #100102691 CA Insurance License #0G39709 In CA d/b/a Mercer Health and Benefits Insurance … gang of four spiel