Eligibility and Vesting

Eligibility for Retirement Plans

The eligibility tables below indicate which retirement plans Penn faculty and staff may participate in.

Eligibility Tables

M/B = Matching Plan and Basic Plan (1-year wait before Penn contributes, unless you are eligible for Prior Service Credit)

SRA = Supplemental Retirement Annuity Plan

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Retirement Plan Academic Eligibility

Employee Type

Eligible for

Regular full-time staff (monthly and weekly-paid)

M/B, SRA

Full-time faculty and academic support staff in a benefits-eligible title (see Faculty and Academic Support table below)

See table below

Limited-service staff scheduled to work at least 35 hours/week, 9 months/year (monthly and weekly-paid)

M/B, SRA

Regular part-time staff (monthly and weekly-paid)

SRA*

Full-time visiting faculty

SRA

Post-doctoral positions (except NRSA)

SRA

NRSA Post-doctoral positions
Ineligible
Student workers
Ineligible

All other employees (temporary workers, occasional workers, residents, and so on)

SRA

* Part-time and temporary staff who work a Year of Service (1,000 hours in their first year of employment, or in any calendar year thereafter) will become eligible for the Matching and Basic Plans on the first of the month after they complete the eligibility requirements.

Title

Job Class Code

 

Academic Clinician Asst Professor

276016

 

Academic Clinician Assoc Professor

276017

 

Academic Clinician Professor

276018

 

Advanced Senior Lecturer A

216048

 

Artist-in-Residence

216027

 

Assistant Professor

216020

 

Assistant Professor, Clinician-Educator

226020

 

Associate Chair

286020

 

Associate Professor

216010

 

Associate Professor, Clinician-Educator

226010

 

Clinical Assistant Professor A

276025

 

Clinical Associate Professor A

276015

 

Director

286000

 

Emeritus Associate Professor

206012

 

Emeritus Associate Professor, Clinician-Educator

206008

 

Emeritus Professor

206005

 

Emeritus Professor, Clinician-Educator

206007

 

Faculty, Pending

140060

 

Lecturer C

206047

 

Lecturer, Critical Writing

206042

 

Lecturer, Educational Practice

206075

 

Lecturer, Foreign Language

206048

 

Lecturer, Nursing

216050

 

Practice Assistant Professor

296006

 

Practice Associate Professor

296004

 

Practice Professor

296000

 

Professor

216000

 

Professor, Clinician-Educator

226000

 

Research Assistant Professor

266020

 

Research Associate Professor

266010

 

Research Professor

266000

 

Senior Lecturer A

216044

 

Sr. Lecturer, Foreign Language

206046

 

 

Vesting

Vesting refers to your ownership of Penn’s contributions to your retirement plan account, which is determined by the length of time you have worked at Penn.

Original Hire Date Vesting Schedule
Before January 1, 2010 Immediately 100% vested
On or after January 1, 2010

100% vested after three years, which is defined as:

  • monthly-paid employees

    must work 36 months

  • weekly-paid employees

    must work 1,000 hours per year for three years

Vesting is not prorated. You are 0% vested until you reach the thresholds above, after which you are 100% vested.

Note that vesting applies to Penn’s contributions only. It does not apply to contributions that you make from your pay.

Penn’s contributions start when you complete the one-year waiting period – or immediately if you receive Prior Service Credit; you just won’t be vested in those contributions for three years.

Former UPHS Employees

If you were an employee of the University of Pennsylvania Health System (UPHS), that time counts toward your vesting.  To report any UPHS time to the Benefits Office, please submit an Employment History Verification Form.