Customer Service: 800-755-5801
The SMU 403(b) Retirement Plan is a valuable employee benefit and one of the most powerful ways to build your retirement savings. The plan is designed to help you actively save and invest in your retirement, and it is important to understand how the plan works so that you can reach your retirement income goals.
If you are a full-time or part-time (20+ hours/week) benefits-eligible employee, you may enroll in the SMU Retirement Plan as early as age 21 and will receive SMU matching contributions on the first 5% of your pre-tax contributions.
- The SMU matching contribution is 8% through age 40 and 10% after you reach age 41.
- Participation is required as a condition of employment for full-time employees age 36 or older.
SMU's Transamerica Retirement Planning Consultant is Joe Valiquette. Joe is available on campus Monday - Friday to discuss your retirement planning needs, investment allocation, and any questions you have regarding your account.
For more information about the Retirement Plan and to sign in to your account, visit the SMU Retirement Plan Secure Website under the Quick Links tab on the right.
The Transamerica Customer Care Center (800-755-5801) provides assistance with transactions such as loans and distributions.