Retirement Plan Investment Funds

Your Investment Options

Penn’s Basic, Matching, and Supplemental Retirement Annuity (SRA) Plans offer a wide range of investment funds. The fund menu is organized by investment approach to help participants select options that best suit their goals. You are not expected to invest in all the funds within a category, nor are the categories intended to be invested in as a package. Additionally, you are not limited to choosing funds from a single category.

How to Access the Menu

1. Go to TIAA.org/upenn.
2. At the top of the Your Retirement Benefits page, click the Investment Options heading to access the Plan Overview and Investment Overview links.
3. Under the Plan Overview list, select the plan whose investments you want to view.

Need Help Understanding or Choosing?

TIAA’s retirement plan consultants are on campus most weeks to explain investment options and help you select the investments that best align with your retirement goals. Consultations last about 45 minutes, are confidential, at no cost, and come with no obligation. To learn more or schedule an appointment, visit TIAA.org/schedulenow or call 800-732-8353.

What If I Don't Choose an Investment?

If you do not select an investment, the Plan will automatically direct your contributions to the age-appropriate Vanguard Target Date fund.

When Can I Change My Investments?

You can generally change your investments at any time; the retirement savings plan is not limited to the healthcare benefits open enrollment period.