UU Employers Compensation and Benefits Knowledge Base  Unitarian Universalist Organizations Retirement Plan (UUORP)  Recordkeeper Transition FAQ

    Recordkeeper Transition FAQ

    •  Empower New Enrollment and Remittance FAQs (for Employers and Admins)

    • What happens to funds already invested in TIAA Traditional (the annuity fund)? Or already Annuitized?
    • Will the new recordkeeper affect our ability as retirees to count some or all of the retirement income as non-taxable housing allowance?
    • What happens to scheduled distributions during the black out period?
    • What will happen with my outstanding loan I have at TIAA?
    • What if I already have an account with Empower for a different retirement plan account?
    • What information is available about Empower?
    • Who is Empower?
    • Accessing your Empower account outside the U.S.
    • Will there be any out of market time for my investments during the transition?
    • Will my POA (Power of Attorney) transfer from TIAA to Empower?
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