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  • Wellness
  • UTD Services
  • Enrollment

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Retirement

Click on the resources listed under each vendor.
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  • Corebridge Financial

  • Fidelity Investments

  • Lincoln Financial Group

  • Optional Retirement Program

  • Retired Employee Insurance

  • SilverSneakers for Retirees

  • Social Security and Medicare

  • Teacher Retirement System of Texas

  • TIAA

  • UT Dallas Retiree Association

  • UT Retirement Program

  • UT Saver DCP 457(b)

  • UT Saver TSA and Traditional Roth 403(b)

  • VOYA

  • Corebridge Financial

    Corebridge Financial, formerly AIG Retirement Services, is a retirement plan provider option in the UT System Retirement Program. Call 800-448-2542 for assistance.

    Resources

    • Corebridge Financial Overview
    • Corebridge Infomercial
    • 2024 Benefits Fair Presentation
  • Fidelity Investments

    Fidelity is a retirement plan provider option in the UT System Retirement Program. Call 800-343-0860 for assistance.

    Resources

    • View Fidelity Investment Services
    • Fidelity UT Enrollment Flyer
    • Five Key Risks of Retirement
    • Meet with a Fidelity Representative
    • 2024 Benefits Fair Presentation
    Articles
    • 1% Can Make a Big Difference
    • 5 Steps to Take Control of Your Finances
    • 6 Habits of Successful Investors
    • Fidelity Viewpoints
    • Life Events
    • My Money
    Videos

    Create a Budget, Ditch Your Debt, and Start Building for the Future: This workshop will provide manageable strategies, tools, and tips that can help you get a handle on your spending and debt.

    Five Money Musts: Learn about five basic money concepts to help you start your financial journey on the right foot.

    Life Events

    Make the Most of Your Retirement Savings: This workshop will help you understand the importance of saving as much as possible for retirement, how much to save, different account types to save for retirement and ways to preserve and grow your savings to last throughout your lifetime.

  • Lincoln Financial Group

    Lincoln Financial Group is a retirement plan provider option in the UT System Retirement Program. Call 800-454-6265 *8 to speak to a dedicated Lincoln Retirement Representative.

    Resources

    • Overview
    • Calculators and Tools
    • Cybersecurity
    • Enrollment Guide
    • Invest Wisely
    • Lincoln Financial Representatives
    • Lincoln Financial Wellness
    • Roth vs Pre-Tax Contributions
    • 2024 Benefits Fair Presentation
  • Optional Retirement Program

    You may elect to participate in the Optional Retirement Program (ORP) as an alternative to TRS.

    Resources

    • ORP Overview
    • Overview of TRS and ORP
    • UT System ORP Policy
  • Retired Employee Insurance

    For retirees only. Complete details about Retired Employee insurance eligibility are available in the Office of Employee Benefits (OEB).

    Resources

    • Overview
    • Annual Enrollment and Resource Guide for Retired Employees
    • Annual Enrollment Highlights for Retirees
    • Enrollment Guide for New Retirees
    • Interactive Calculator for Out-of-Pocket Cost
    • Manage your UT Benefits
    • UT CARE Medicare Plan
    • UT SELECT and Medicare – Retired Employees
    • Prescription Drug Plan for Retired Employees
  • SilverSneakers for Retirees

    For retirees only. A well-being program that helps adults take control of their health. Visit www.silversneakers.com or call 888-423-4632.

    Resources

    • View SilverSneakers Services
    • SilverSneakers Is – English
    • SilverSneakers Go – App
    • SilverSneakers On Demand
    • SilverSneakers Is – Chinese
    • SilverSneakers Is – Spanish
  • Social Security and Medicare

    Contact your Social Security office 3 months prior to your retirement date.

    Resources

    • View Social Security Services
    • SSA Disability Benefits
    • Medicare Benefits
    • Social Security Retirement Benefits
    • Supplemental Social Security Income
    • Social Security Publications
    • Your SSA Retirement Checklist
    • UT SELECT and Medicare for Active Employees
    • UT SELECT and Medicare for Retired Employees
  • Teacher Retirement System of Texas

    TRS is a defined benefit retirement plan governed by the IRS. All eligible employees are automatically enrolled on their first day of employment. Call Member Services at 800-223-8778 for assistance.

    Resources

    • View TRS Services
    • Benefits Information
    • Member Education Video Series
    • Financial Awareness Video Series
    • Planning for Retirement
    • Purchasing Service Credits
    • Publications
    • Retirees and Beneficiaries
    • Employment after Retirement
    • Employment After Retirement (EAR) Limits for Working Retirees
    • TRS Frequently Asked Questions (FAQs)
    • TRS Email Subscription Service
    • My TRS Log In
  • TIAA

    TIAA is a retirement plan provider option in the UT System Retirement Program. Call 800-842-2776 for assistance.

    Resources

    • The Benefits of Starting Now
    • About TIAA
    • Enroll Today
    • Financial Consultant Overview
    • Meet Your TIAA Representative
    • One Percent Contribution Increase
    • Quickstart Online Resources
    • View TIAA Resources
    • 2024 Benefits Fair Presentation
  • UT Dallas Retiree Association

    For retirees only. An organization dedicated to the well-being of the University, its retirees, and the community.

    Resources

    • View Retiree Association Services
    • Membership Information
  • UT Retirement Program

    UT Benefits offers you and your family access to comprehensive health insurance, financial protection through life and disability insurance, a variety of tax-deferred and post-tax retirement savings options, and numerous resources to support your overall well-being.

    Resources

    • View UT Retirement Program Services
    • Approved Providers
    • Approved UT Provider Listing
    • Educate Me
    • My Retirement Overview – TRS
    • My Retirement Overview – ORP
    • Overview of TRS and ORP
    • Teacher Retirement System of Texas
    • UT Retirement Resources
    • UT Retirement Vendor Services
    • Retirement Planning Presentation
    • Voluntary Retirement Program at a Glance
    • Enroll in Voluntary Retirement Program
  • UT Saver DCP 457(b)

    Contribute to the UTSaver Deferred Compensation Plan to reduce your current taxes and help save for retirement.

    Resources

    • Overview of UTSaver DCP 457(b)
    • 457(b) Traditional vs. Roth Options
    • UTSaver Highlights
    • DCP Approved Providers
    • DCP Deferring Annual Leave
    • Get Started and Enroll in DCP
    • Voluntary Retirement Programs Information
  • UT Saver TSA and Traditional Roth 403(b)

    Contribute to the UTSaver Deferred Compensation Plan to reduce your current taxes and help save for retirement.

    Resources

    • Overview
    • Comparison of Traditional Roth 403(b), Roth 403(b) and Roth IRA
    • TSA Deferring Annual Leave
    • Retirement Programs at a Glance
    • UTSaver Highlights
    • Get Started and Enroll in TSA
    • Voluntary Retirement Programs Information
    • TSA approved Providers
  • VOYA

    VOYA is a retirement plan provider option in the UT System Retirement Program. As an approved UT Retirement plan provider, Voya helps clients plan, invest, and protect their savings — to get ready to retire better. Your financial professional can help you understand your mandatory plans (TRS/ORP) and your voluntary plan options to help you identify which is best for you.

    Call 800-584-6001 for assistance.

    Resources

    • Overview
    • VOYA Virtual Benefits Fair
    • Welcome Video
    • Meet with a VOYA Representative
    • Why participate in a UTSaver plan?
    • Retirement Brochure
    • Financial Wellness Assessment
    • New Roth 457 Option
    • Roth 457 Brochure
    • 2024 UT Quarterly Financial Wellness Education Flyer
    • VOYA 2024 UT Virtual Benefits Site QR Code
    • UT Client Experience
    • UT ORP
    • UT Comparison 403b, 457
    • 2024 Benefits Fair Presentation
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benefits@utdallas.edu

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Quick Links

Benefits Resource Guide (pdf)

Benefits Flyer (pdf)

Benefits Fair Slideshow (pdf)