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Resources and Announcements

IRS Announces Retirement Plan Contributions for 2021


The IRS announces the limits on retirement contributions:    
-403(b) & 457(b) limit remains the same at $19,500  
-Over age 50 catch up contribution remains the same at $6,500 
-401(a) compensation limit increases from $285,000 from $290,000  

  
Read more about  Supplemental Retirement Accounts (SRA) and how to make changes to your retirement contributions.   


TIAA New and Resources


TIAA On-Campus Counseling Sessions

To schedule an individual session on campus, please visit the  TIAA scheduling website or call (800) 732-8353.

View the 2nd quarter counseling schedule.

Additional News


Social Security News and Resources

Join Social Security for a full-day virtual event on Tuesday, June 15, 2021 (beginning at 9:45 a.m.) to discuss lessons learned from past tests of policies and programs to improve beneficiary work outcomes and directions for future research.

  • Get Your Social Security Benefit Statement (SSA-1099 / SSA-1042S)

Tax season is approaching, and replacing your annual Benefit Statement has never been easier.  The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits.  It shows the total amount of benefits you received from us in the previous year so you know how much Social Security income to report to the Internal Revenue Service on your tax return.

If you live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and get an instant, printable replacement form using your personal my Social Security account at www.ssa.gov/myaccount.  A replacement SSA-1099 or SSA-1042S is available for the previous tax year after February 1.

Additional News

Visit   https://www.ssa.gov/coronavirus/ for up to date information.

To get more Social Security news, follow the Press Office on Twitter  @SSAPress.


Healthcare Resources

Find local help with navigating the Healthcare.gov marketplace.

WVShip Resources


IRS Retirement Topics
Exceptions to Tax on Early Distributions


Annual 403(b) Universal Availability Notice West Virginia University (the "University") is a participating employer of the West Virginia Higher Education Policy Commission and West Virginia Council for Community and Technical College Education 403(b) Tax Deferred Retirement Savings Plan (the "Plan"). All employees of the University, including employees not eligible for benefits, can voluntarily elect to defer a portion of their wages to the Plan for retirement savings. 

Please visit the  Annual 403(b) Universal Availability Notice website for additional information.