Retirement Plan

To help you find detailed information about your Retirement Plan benefits, we have divided the site into the following segments:

• Retirement Plan Overview — Contains a brief look at some of the Retirement Plan features.
• Participation — Provides information on eligibility, enrollment, contributions to the plan, contribution limitations, and changing or stopping your elections. Also informs you about the Boston University Retirement Plan 1965.
• How the Plan Works — Describes the advantages of the plan, your investment choices (and restrictions), moving account balances between or within investment sponsors, statements of your accounts, and costs. Also gives information on when your participation ends.
• How to Obtain Benefits — Explains the forms of payment available and information about appealing the denial of a claim. Also describes spousal rights.
• Events That Affect Participation — Explains the effect on your Retirement Plan benefits if you become totally disabled, take a leave of absence, leave the University, or die before you begin to receive retirement benefits.
• Other Information — Provides information on employee classifications, tax considerations, and payment concerns.

To view and print a copy of the entire Retirement Plan description, visit Forms & Documents. To see how certain life events may affect your retirement benefits, visit Changes in Your Work & Family.