Resources

Telephone Numbers

University Retirement Call Center – 1-877-736-6738
TIAA-CREF – 1-888-842-2010
Vanguard – 1-800-622-0106 X14500
Hilary Lopez – Senior Benefits Specialist, Human Resources – 215-898-1327

Websites

American Association of Retired Persons (AARP)
Click here for the link to the website of AARP which provides news, discount information, retirement planning, health tips and more.
American Savings Educational Council
Link to the American Savings Educational Council website which provides information on savings and retirement planning
Certified Financial Planner, Board of Standards, Inc.
Click here for link to the website that provides information about financial planning and choosing a financial planner.
Financial Planning Links
Click here for the link to the University of Pennsylvania Benefits website that provides links to financial planning information.
Kiplinger
Click here for the link to the website of Kiplinger’s, a personal finance magazine.
Retiree Health Plan Summary Plan Description
Link to the University of Pennsylvania Human Resources website containing the Retiree Health Plan Summary Plan Description (SPD)
Retirement and Financial Planning
Click here for the link to the University of Pennsylvania Benefits website that provides information about the retirement online enrollment system, the Retirement Call Center and retirement contribution limits.
Social Security Administration
Click here for the link to the official website of the Social Security Administration which provides information on social security.
Supplemental Retirement Plan (SRA)
Click here for the link to the University of Pennsylvania Benefits website that provides the description of the supplemental retirement plan.
Tax Deffered Retirement Plan (TDR)
Click here for the link to the University of Pennsylvania Benefits website the provides the description of the tax deferred retirement plan.
The Women’s Institute for a Secure Retirement
Click here for the link to The Women’s Institute for a Secure Retirement which is a non-profit organization devoted to educating women about retirement and financial security issues.
U.S. Department of Labor
Link to the U.S. Department of Labor website containing information about pensions, retirement issues, and other information
University Benefits
Click here for the link to the University of Pennsylvania benefits website.
University of Pennsylvania New Retiree Medical Benefits Program
Link to the University of Pennsylvania Almanac of 9/20/2005 that describes the new retiree medical benefits program

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