Contact Information
The first point of contact for most retirement plan matters is the Penn Retirement Call Center at 877-736-6738. They handle enrollment, changes to your contribution amount, general plan matters, and TIAA transactions. For Vanguard transactions or questions about Vanguard funds, Please call Vanguard at 800-523-1188.
The chart below further breaks down your points of contact for specific plan matters.
| For Information About the Retirement Plans | For This Investment Provider | Contact |
|---|---|---|
Enrolling/changing contributions Contribution limits Plan eligibility | TIAA or Vanguard | University of Pennsylvania Retirement Call Center 877-PENN-RET (877-736-6738) |
Making fund selections Rollover options Investment accounts Account transfers Distribution options | TIAA | University of Pennsylvania Retirement Call Center (run by TIAA*) 877-PENN-RET (877-736-6738) |
Making fund selections Rollover options Investment accounts Account transfers Distribution options | Vanguard | Vanguard |
*The Penn Retirement Call Center and website are operated by TIAA at no direct cost to the University. Penn’s decision to partner with TIAA 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’s investment products. Penn offers eligible faculty and staff the opportunity to invest with either or both of its investment providers.