Benefits

 
Virginia Commonwealth University


 VCU Cash Match Plan

 

The Cash Match Plan allows VCU to provide a matching contribution of 50% – up to a maximum of $20 each pay period – of the amount that eligible faculty and staff contribute to their retirement investment accounts in the Tax-Deferred Annuity (TDA) Program.

Eligible faculty and staff who contribute to the TDA Program must choose between two vendors (TIAA-CREF or Fidelity) to receive the Cash Match contributions that the University makes on their behalf.

For more information about the Cash Match Plan, please review the links below.

Who are the approved Cash Match vendors?

What are the approved Cash Match funds?

Why can't you invest in all of the vendor funds through the Cash Match Plan?

The Cash Match Plan is a retirement benefit provided through the University with funding from state dollars, which means that VCU bears the fiduciary responsibility for this plan.  Whereas, the TDA is a benefit that is funded with the individual's dollars, which means that you (the participant) bear the risk of these investments.

What happens if you want to invest in funds that are not approved for the Cash Match?

You can contribute to more of the vendor funds through the University's Tax-Deferred Annuity (TDA) program.

When are individual sessions with the approved vendors?

Investment Education

VCU Investment Education Series

 

Vendor materials from Oct. 13, 2004 Cash Match Seminar:

VCU Presentation and Handout

Fidelity Educational Presentation

TIAA-CREF Educational Presentation

Vendor educational materials:  TIAA-CREF and Fidelity 

Morningstar

Russell Worldwide

Forms

  • Roll-over forms (submit directly to new Cash Match vendor):

                    TIAA-CREF roll-over form

                    Fidelity roll-over form

       Additional Information

VCU Investment Committee

VCU Investment Committee Meeting Minutes

Investment Policy Statement

Cash Match Plan Document

Cash Match Fiduciary Acknowledgement Form

Financial Planning Resources

 

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Mailing address:  Virginia Commonwealth University  |  Human Resources - Benefits Administration
Human Resources Building, 104 North Belvidere Street, P.O. Box 842511  |  Richmond, VA  USA  23284-2511
Phone:  (804) 827-1770 (Voice)  |  (800) 828-1120 (TDD)  |  Fax:  (804) 828-0321  |  Email:  benefits@vcu.edu
                 
This page is maintained by the VCU Human Resources web team   |   Revised:  May 19, 2008

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