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TIAA Makes Managing Your Retirement Plan Easy!

08.26.2021 | By: Lindsay Trammell
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TIAA makes it easy to manage your financial future!

Once you are eligible for the Texas Wesleyan University retirement plans, you can take action starting at TIAA.org/txwes and logging in.

From the Actions tab, you can:

  • Change the contribution amount.
    • Select Change contribution amount.
    • Update the percentage for your contributions and the date to make your change effective.
  • Change the investment of future contributions.
    • Select Change your investments from the Retirement plans section, then Choose future investments, then Make changes.
    • Choose each account or contract to update, then enter investment instructions.
  • Transfer assets among plan investment options.
    • Select Change your investments from the Retirement plans section, then Exchange, then Make changes.
    • Choose each account or contract to update, then enter investment instructions.
  • Update your beneficiary designation.
    • Select Add/edit beneficiaries from the All Accounts section, then select Add New to make changes to multiple accounts or Edit Existing to update beneficiaries on a specific account.
  • Take care of administrative needs.
    – Review and update your personal information
    – Check account balances and confirm contributions
    – View and research the performance of the plans’ investment options
    – Choose eDelivery
    – Get loan information

Don’t have an online account? Getting set up is easy. Visit TIAA.org/txwes, select Log in in the top right-hand corner, then Register for online access.

We’re here to help!

If you have any questions or would like assistance selecting your new investment options, call TIAA at 800-842-2252, weekdays, 7 a.m. to 9 p.m. (CT). Schedule a one-on-one advice session by calling TIAA at 800-732-8353, weekdays, 7 a.m. to 7 p.m. (CT), or visit TIAA.org/schedulenow.

There is no additional cost to you for this service.