Resources
Below are resources to assist our faculty and staff in the voluntary retirement incentive program application and planning processes.
CU Employee Services
Contains CU Plan and vendor contact information.
Website: https://www.cu.edu/employee-services/benefits/carrier-contact-informationEmail: benefits@ucdenver.edu
Phone: 303-860-4200 (select option 2 for payroll; option 3 for benefits)
CU Employee Services: Retirement Ready
Contains resources to help you prepare for retirement.
Website: https://www.cu.edu/employee-services/benefits-wellness/current-employee/retirement-plans/retirement-readyPERA
Schedule an appointment with PERA to learn more about your retirement options.
Website: https://www.copera.org/contact-usTIAA
Schedule an appointment with TIAA to learn more about your retirement options.
Website: https://www.tiaa.org/public/support/contact-tiaa/consultations-seminarsPhone: 800-842-2252
Estate Lawyers/Financial Advisors List from CU Gift Planning
CU Gift Planning’s Estate Lawyer/Financial Planner list for individuals who aren’t already working with a financial planner or estate lawyer.
Financial Advisors, CPAs and Attorneys Recommendation ListAgreement template for tenured faculty; taxable option
Template for voluntary retirement incentive program agreement for tenured faculty who choose the taxable option.
Template for Tenured Faculty Voluntary Retirement AgreementAgreement template for tenured faculty; tax deferred
Template for voluntary retirement incentive program agreement for tenured faculty.
Template for Tenured Faculty (Tax Deferred) Voluntary Retirement Incentive Program
Agreement template for IRC faculty
Template for voluntary retirement incentive program agreement for IRC faculty.
Template for IRC Faculty Voluntary Retirement Incentive Program
Agreement template for staff
Template for voluntary retirement incentive program agreement for staff.