Emeriti Health Account

A tax advantaged way for you to invest and accumulate assets exclusively to help meet future retiree medical expenses, with investment choices and administrative services provided by Fidelity Investments.

Trinity University will make an annual contribution for all employees age 40 and over until they resign, retire, attain age 65, or for 25 years, whichever occurs first. You may also opt to set aside a minimum of $5 or more per month through after-tax payroll deduction. Future earnings and withdrawals are not taxable.

To set up your account please contact Emeriti at 1-866-EMERITI (1-866-363-7484).

Emeriti Summary Plan Document

3/6/2009