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Find my Shattuck-st. Mary's School 401(k) plan

Shattuck-st. Mary's School offers SHATTUCK-ST. MARY'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN through TIAA Cref. Their plan covers 612 employees.

Updated on Feb 04, 2025

Shattuck-st. Mary's School 401(k) plan information

Shattuck-st. Mary's School’s 401(k) provider
Plan name
SHATTUCK-ST. MARY'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Phone number
Fax number
Hours of operation
Monday - Friday: 8am - 10pm ET
Address
8500 Andrew Carnegie Blvd., Charlotte, NC, 28262
To log in and access your Shattuck-st. Mary's School 401(k) plan online, visit the TIAA Cref website website and enter your username and password, or use the forgot login feature to reset your credentials. If you don't have login credentials, try registering as a new user.
If you have a 401(k) plan through Shattuck-st. Mary's School at TIAA Cref and no longer work there, you have a few options. You can leave it with TIAA Cref, roll it over into an individual retirement account (IRA), roll it over into a new 401(k), or withdraw the funds (may incur tax penalties).

How to roll over your Shattuck-st. Mary's School 401(k)

Rolling over your Shattuck-st. Mary's School 401(k) into an IRA is a great way to keep track of your retirement savings and make sure you’re in control, not your former employer. There are three steps to rolling over a Shattuck-st. Mary's School 401(k):

  1. Confirm a few key details about your TIAA Cref 401(k) plan
  2. Decide which IRA you want to move your TIAA Cref 401(k) to
  3. Initiate your rollover with TIAA Cref
  4. Get a check in the mail and deposit it into your new IRA account
  5. Make sure your funds are being invested properly

If you’re uncomfortable handling the rollover process on your own, Capitalize offers a seamless, online 401(k) rollover service to help you from start to finish.

Easily roll over your Shattuck-st. Mary's School 401(k) plan

Our experts can help you easily find and move your 401(k)s into an IRA of your choice. Take control of your retirement.

How to withdraw your Shattuck-st. Mary's School 401(k)

Withdrawing, or cashing out, your Shattuck-st. Mary's School 401(k) may provide liquidity, though it can come with significant tax implications and penalties, potentially hampering your retirement savings growth. If you have explored other options, like a 401(k) rollover or loan, and decided to withdraw, the process only involves a few steps: Determine how much of your Shattuck-st. Mary's School 401(k) you’d like to cash out.

  1. Call or contact your Shattuck-st. Mary's School 401(k) plan administrator.
  2. Request that your account be liquidated in the amount of your choosing.
  3. Have the administrator send the requested cash-out amount to via paper check or ACH transfer.
  4. Wait a few days to receive the money.

Remember, cashing out should typically be reserved for emergency circumstances. Capitalize can help you roll over your Shattuck-st. Mary's School 401(k) instead, saving you from tax implications and penalties.

Shattuck-st. Mary's School 401(k) plan details

Shattuck-st. Mary's School offers SHATTUCK-ST. MARY'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN through TIAA Cref. Their plan covers 612 employees.

Shattuck-st. Mary's School
Shattuck-St. Mary's School, located in Faribault, Minnesota, is an independent school that was founded in 1858. It serves students from grades 6 through 12 and also offers a postgraduate year program for those looking to pursue college preparatory opportunities. The coeducational boarding and day school has a long history of providing exceptional learning experiences rooted in rigorous academics with active research and creative projects that encourage critical thinking and problem-solving skills. Shattuck-St. Mary’s has received numerous awards since its inception including being honored as one of the best high schools in the United States by US News & World Report since 1998. The school features a variety of activities on campus such as music programs, visual arts studios, theatrical performances, athletic teams at both the varsity and junior varsity level, academic clubs; prefect roles; student government; leadership programs; global exchange programs; international service trips; outdoor educational trips among others designed to offer students a wealth of unique learning experiences designed to set them on a successful path.
Headquarters
1000 SHUMWAY AVENUE, FARIBAULT, MN 55021
Phone number
507-333-1613
Contact
SCOTT RYBERG
EIN
41-0696908

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