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Retiree Resources

Review resources and important information below.

Early Retirement Options for Faculty

Select APPLY NOW to submit your application for the Faculty Voluntary Transition Program.

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Health & Dental Insurance

Cardinal is the Commonwealth of Virginia's system for managing health and dental insurance.

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Life Insurance

If you have optional life insurance and have questions pertaining to the coverage, insured amount, or wish to cancel, contact Securian Financial directly for assistance at 1-800-441-2258. 

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Tax Statements

If you have questions related to your 403(b) or 457 programs, the following contacts are available to help:

403(b) Tax Sheltered Saving Plan (TIAA)

1-800-842-2252
www.tiaa.org/public

457 Deferred Compensation (MissionSquare Retirement)

1-877-327-5261
www.varetirement.org/dcp/contact-us.html
 

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Retirement

Depending on your retirement plan, you may contact VRS, TIAA or Fidelity (for ORP).

Virginia Retirement Service (VRS)

VRS delivers retirement and other benefits to Virginia public employees through sound financial stewardship and superior customer service. Once you have retired, VRS becomes your go to source for information. This link VRS retirees provides helpful information on cost of living adjustments, direct deposit schedules, insurance in retirement, naming a beneficiary, updating your information or working after retirement.

You may contact VRS, Monday-Friday (8:30am – 5:00pm) at 1-888-827-3847 for assistance. retiree-info@varetire.org

Optional Retirement Plan (ORP)/TIAA

If you are an ORP participant, upon retirement, TIAA will be your resource for any retirement questions. You can schedule a meeting with your plan representative at TIAA for assistance questions pertaining to your monthly retirement benefit. 1-800-842-2252 www.tiaa.org/public

If you retired prior to 2018, Fidelity may be your retirement administrator. Schedule a meeting directly with them for support or questions at 1-800-835-5095 (www.fidelity.com/customer-service/overview).

Post-Retirement Employment

Special rules apply to post-retirement employment which may impact employment eligibility, retirement contributions, insurance benefits and insurance. Visit DHRM's website for a brief overview.

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Public Service Loan Forgiveness

Since William & Mary is a state agency, employees may be eligible for the Public Service Loan Forgiveness (PSLF) program. The PSLF program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under a qualifying repayment plan while working full-time for a qualifying employer.

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Verification of Employment

Verification of employment may be needed when an employer, or a designated third party such as a background check company, validates a job candidate’s employment history with the university.

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Legal Resources

If you have selected to participate in the optional legal resources program and need assistance, please contact Legal Resources directly at 757-498-1220 or 800-728-5768 and member services will assist with questions. Open enrollment begins in November for this program if you wish to enroll or continue with the program. 

 

 

 

 

Preparing To Retire

Use the following resources to determine when you are eligible to retire and what steps you need to take to apply for retirement and enroll in retiree insurance coverage.

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