The Texas A&M University System

Retirement Programs

General information

• Retirement Programs Booklet
• Retirement Manager (online retirement savings tool for ORP/TDA participants)
• Retirement plan forms
• SEC Calculators for Investors
• A Look Ahead: A Guide to Retiring from the A&M System (PDF)
• Frequently Asked Questions (PDF)
• Inactive Vendor Status

Teacher Retirement System (TRS) and Optional Retirement Program (ORP)

• An Overview of TRS and ORP for ORP-Eligible Employees (PDF)
• TRS website
• Selecting an ORP Vendor
• ORP Vendors List
• ORP Fee Summary (PDF)
• ORP Annuity Product Summary (PDF)
• Guidelines for ORP Transfers and Rollovers (PDF)

Tax-Deferred Account (TDA) and Deferred Compensation Plan (DCP)

• Overview of TDA and Texa$aver DCP (PDF)
• 2009 Comparison TDA and Texa$aver DCP (PDF)
• Maximum Contribution Limits for TDA and Texa$aver DCP (PDF)
• Texa$aver DCP web site
• TDAs: An Investment in Your Future (PDF)
• TDA vendors list
• Selecting a TDA Vendor
• TDA Fee Summary (PDF)
• TDA Annuity Product Summary (PDF)
• Guidelines for TDA Transfers and Rollovers (PDF)

TDA Loan and Hardship Process

• Retirement Manager
• Instructions on how to use Retirement Manager  

Note: Retirement Manager must be used to obtain a loan or hardship withdrawal certificate. A certificate will be issued if you are determined to be eligible for the loan or hardship according to the information provided by your vendor(s). The certificate must be included with your vendor's form in order to receive the loan or hardship. If you have questions regarding this process, please contact System Benefits Administration at (979) 458-6330.

Information for ORP/TDA vendors

• Plan Document for the TDA Program (PDF)
• Plan Document for the ORP (PDF)
• Rules and Regulations for ORP (PDF)

 

Questions about any of this information? Email us and we'll forward your message to the appropriate Human Resources office.