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Retiree Eligibility Information

Retiree eligibility requirements

  • Must have at least 15 years of benefits eligible serviceƚ
  • 5 years of continuous benefits eligible service at the University of Rochester leading up to retirement
  • Age 60+*

ƚ Service requirements may be met or enhanced with the consideration of previous UR employment or employment at another higher education facility. See form here.

* If you were hired before 1/1/1996 and have remained in a benefits eligible since then, you are eligible to retire age 55+

Additional Note: Contribution towards the non-Medicare eligible health plans or towards the Health Reimbursement Arrangement for Medicare eligible retirees is determined by retirement status. If the employee meets 15 years of full-time equivalent service, the employee is considered a full-time retiree and the full-time amount is awarded. If the employee meets 15 years of part-time equivalent service, the employee is considered a part-time retiree and half of the full-time amount is awarded. The retirement status is based on cumulative service time, not the status at the time of retirement. Two years of part-time service is equivalent to one year of full-time service. Examples can be found here.

For more information, review the Retiree benefits summary.

For reference to the previous retiree grace period that had occurred, review the Retiree Eligibility Summary of Material Modifications.

 

Retirement program notice

The IRS prohibits the termination of employment by an individual with the intent to be rehired in order to access funds in the Retirement Program of the University or members of its controlled group. As of October 19, 2022, members of the controlled group of the University of Rochester include:

Highland Hospital, Highlands at Pittsford, Laurelwood at the Highlands, Highlands at Brighton, Highlands Living Center, Inc., UR Medicine Home Care (previously Visiting Nurse Service, Visiting Nurse Signature Care), Nicholas H. Noyes Memorial Hospital, Jones Memorial Hospital, F. F. Thompson Health System, Inc., St. James Hospital, and Finger Lakes Health.

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