You will be eligible to withdraw from your University 401(a) and 457(b) retirement plans after you have been retired for 32 days or longer. If you contributed to a 403(b) Plan, you may withdraw from that plan any time after you reach age 59½. You will want to make sure you have sufficient funds to cover your expenses until you are able to withdraw from your retirement plans.
If you are enrolled in a Utah Retirement Systems retirement plan, you should begin working with URS at least three months prior to retirement, so your benefit payments can begin when you retire.
Meet with a licensed representative for a one-on-one consultation to help you create a plan for finances in retirement.
- To schedule a meeting with a Fidelity representative go to www.netbenefits.com/uofu and click on the “Meet with Us” tile or call (800) 343-0860.
- To schedule a meeting with a TIAA representative go to TIAA.org/uofu and click on “Schedule Now” in the Professional Advice tile or call (800) 842-2252.
- To schedule a meeting with a URS representative go to URS.org or call (801) 366-7770.