The 403(b) Transition is Complete!
Fidelity is now the master administrator of the UM 403(b) Retirement Plans. The University of Miami currently has four 403(b) retirement plans:

• The Retirement Savings Plan (RSP)
• The Retirement Savings Plan II (RSPII) – UMH hospital employee plan
• The Faculty Retirement Plan (FRP)
• The Supplemental Retirement Account (SRA)

The plans now offer a four-tier investment structure. With the transition, there is a new way to enroll in and manage your 403(b) accounts. That means no more paper forms, and no more transactions on myUM. See chart below on how to enroll and/or make changes to your 403(b) investments and payroll contributions.

ACTION Fidelity Website TIAA-Cref Website* My UM
Enroll in Plan (all four tiers) X
View Accounts Balances for Tiers 1, 2, and 4 X
View Account Balances for Tier 3 X
Change per Pay Period Payroll Contribution for all Four Tiers X
View per Pay Period Payroll Contribution for all Four Tiers X X
View and Change Investment Allocations for Tiers 1, 2 and 4 X
View and Change Investment Allocations for Tier 3 X
View and Update 403(b) Beneficiaries X X


Resources
Fidelity/TIAA Website Guide

Frequently Asked Questions

Click here to view Fidelity's Excessive Trading Policy

• Visit plan.fidelity.com/UM

• Schedule an onsite Fidelity one-on-one session at:
plan.fidelity.com/UM
– Call 1-800-642-7131, Monday – Friday, from 8:00 a.m. to midnight

• Schedule an onsite TIAA-CREF one-on-one session at:
www.tiaa-cref.org/moc
– Call 1-800-732-8353, Monday – Friday, from 8:00 a.m. to 8:00 p.m

• Email an HR Benefits Representative at www.miami.edu/benefits/ask