Retirement and Financial Planning

If you’re a current participant in Penn’s retirement plans, but never actively selected specific investments for your retirement funds, a change is in store for you! Click here for more details.

Manage Your Retirement Online

Use Penn’s online enrollment system to manage your retirement benefits. You can enroll for the first time or make changes to your retirement elections at any time during the year.

University of Pennsylvania Retirement Call Center

For questions regarding retirement plans, please contact the University of Pennsylvania Retirement Call Center^* weekdays from 8:00 am to 5:00 pm at 1-877-PENN-RET (1-877-736-6738).

Retirement Contribution Limits

Take advantage of saving for your retirement on a pre-tax basis through Penn's retirement plans. In calendar year 2008, employees under age 50 generally can contribute up to $15,500, and employees age 50 and over generally can contribute up to $20,500. See Retirement Regulations for more information.

Thinking About Retiring?

If you’re looking for information on how to plan for retirement, including managing medical benefits and registering for Medicare and Social Security, visit the Retiring from Penn website.

^*The Penn Retirement Call Center and website are operated by TIAA-CREF at no direct cost to the University. Penn’s decision to partner with TIAA-CREF as the call center and website provider is separate and distinct from the investment process for faculty and staff, and does not constitute an endorsement of TIAA-CREF’s investment products. Penn offers eligible faculty and staff the opportunity to invest with either (or both) of its retirement vendors. The vendors are TIAA-CREF and the Vanguard Group.