2. August 15, 2012, Human Resource Services WELCOME New Faculty Orientation

3. Plans Resources Benefit Plans Retirement Plans Important Reminders Agenda

4. Welcome to UF! There are a number of useful resources to help get you started.  Human Resource Services’ Website http://www.hr.ufl.edu/  New Employee Orientation page  online Benefits Overview/Tutorial  online Retirement Overview/Tutorial  Employee Information Guide  InfoGator  Human Resources’ Office located at 903 W. University Ave

8. Plans Benefits Assistance  University Benefits392-2477  PPD392-2333  IFAS392-4777  Health Science Center392-3786  Or email benefits@ufl.edubenefits@ufl.edu Retirement Assistance  University Retirement 392-2477  Or email retirement@ufl.eduretirement@ufl.edu

9. Health Science Center Clinical Faculty  Clinical Faculty will be enrolled in HSC college benefit plans such as Health, Life, Accident and Long term disability.  Other State/UF supplemental plans are also available through the main Benefits office at 392-2477.  Contact your College representative:  Janis Smith Medicine-Gainesville (352) 273-5077  Nia Turner Medicine-Jacksonville (904) 244-8531  Melissa Long Dentistry(352) 273-5786

10. Important Benefit Reminders  New Hires  60 days from the date of hire to enroll in benefits (Benefit coverage begins on the 1 st day of the month AFTER enrollment.)  Annual Enrollment ( Benefits Only )  Scheduled from October 8 through November 2, 2012  Enroll/cancel/change with an effective date of January 1 of the following year

11. Benefit Plans We offer a comprehensive package to meet your needs (State and University supplemental plans)  GatorCare (beginning 7/1/2013, medical plan available to certain employee groups including domestic partners)  Health (multiple plan designs, including domestic partner)  Dental (multiple options)  Life (3 life plans – 2 employee only & 1 family plan )  Disability (Long & Short term plans)  Accident  Long Term Care  Hospital & Cancer plans

12. Benefit Plans New UF Voluntary Benefit Plans Beginning 1/1/2013 on Post-Tax Basis:  Accident  Critical Illness  Dental  Hospital  Permanent Life & Long Term Care  Pet Insurance  Legal Insurance

13. Who is People First? They are the State of Florida’s Plan Administrator  Responsibilities include:  Communications/Correspondence  Enrollments  Qualifying Status Changes (QSC)  Dependent eligibility  COBRA  Open Enrollment  Premium Administration Watch for mailings from People First regarding your Benefits …. Do not throw them away!!

14. Steps to Enroll in Benefits 1.Listen to the Benefits Tutorial (plan information) http://www.hr.ufl.edu/benefits/tutorial/2011/Benefits2011%20FINAL.html 2.Attend a Group Enrollment Session (hands on enrollment assistance) Session to enroll for September coverage is:  Friday, 8/24 -- 1:30-3:30 pm  Scheduled in Room119 in the HRS Building  Sessions after 8/24 are available, however it will result in a later coverage effective date To register: sign-on to myUFL. Navigate to My Self Service > Training & Development. Enter course # GET011. Call 392-4626 if you are unable to register

15. Qualifying Status Change Events  Major “life or work events”  You must make changes within 31 days of the event  Changes must be consistent with the event and may require additional documentation Important Reminders

16. Examples of Qualifying Status Change Events  Marriage/Divorce  Birth/Adoption (even if you already have family coverage)  Change in dependent’s eligibility  Change in employment status of employee or spouse (part-time, leave of absence, etc.)  Loss of other insurance coverage If you’re uncertain whether an event allows a change to your benefits, always contact the UF HR Benefits Office for guidance

17. Watch for 2013 Plan Year Changes  Open Enrollment 10/8 – 11/2 at 6:00 pm EST  Benefits Fair 10/23 @ the Touchdown Terrace 9-3 pm  Make sure your address is current in myUFL by early Sept. 2013 Plan Year Changes  New GatorCare medical plans for certain employee/coverage groups (Domestic Partners on 1/1/2013; and Post Docs, Clinical Faculty, and Residents effective 7/1/2013)  New UF Voluntary Benefit plans added  State has launched new address and dependent verification screens which must be completed upon logging into the People First system

18. UF Retirement Plans  FRS Pension Plan  FRS Investment Plan  SUS Optional Retirement Program

19. UF Retirement Plans FRS Pension Plan  Defined benefit plan  Eight-year vesting requirement  3% employee contribution required  Employee will default to this plan if an ORP election is not made within 90 days

20. UF Retirement Plans FRS Investment Plan  Defined contribution plan  One-year vesting requirement  6.3% of gross eligible earnings deposited to your retirement account  Includes 3% employee contribution

21. UF Retirement Plans SUS Optional Retirement Program  Immediate vesting  403(b) tax-sheltered plan  8.14% of gross eligible salary deposited to your retirement account - Includes 3% employee contribution  Allows additional voluntary contributions through plan  Health Science Center faculty required to participate

22. Some Key Differences

23. Supplemental Plans (Employee Contributions)  UF 403(b)  Traditional (tax-deferred)  Roth (after-tax)  State of Florida Deferred Compensation (457)

24.  Watch for welcome e-mail to new faculty members with information about retirement plan options and enrollment process  ORP enrollment window is 90 calendar days from hire date  Choice period for FRS plan is five months from hire date  Default to FRS Pension Plan if no action taken Important Retirement Reminders

25. http://www.hr.ufl.edu/training/default.asp UF Training & Organizational Development offers a range of programs and services designed to meet a wide variety of faculty and staff needs (including training, leadership development, and strategic and retreat planning.) http://www.hr.ufl.edu/training/default.asp Training and Organizational Development

26.  The University promotes and integrates the principles of equal opportunity, nondiscrimination and excellence through diversity.  It is the policy of the University of Florida to provide an educational and working environment for its students, faculty, and staff that is free from discrimination and sexual harassment. http://www.hr.ufl.edu/publications/eeo_harassme nt_brochure.pdf http://www.hr.ufl.edu/publications/eeo_harassme nt_brochure.pdf  To this end, every new employee is expected to complete the online Preventing Sexual Harassment training within 30 days of hire. Navigation: My Self Service > Training and Development > Preventing Sexual Harassment Institutional Equity and Diversity

27. 1. Listen to the benefits tutorial: http://www.hr.ufl.edu/benefits/enroll.asp 2.Attend a Group Enrollment Session and enroll in benefits within 60 days of hire date. 3.Listen to the retirement tutorial: http://www.hr.ufl.edu/retirement/tutorial/t estretirement0809/testretirement0809.h tm http://www.hr.ufl.edu/retirement/tutorial/t estretirement0809/testretirement0809.h tm 4.Select your retirement plan within 90 days of hire date 5.Complete the Preventing Sexual Harassment training within your first 30 days. Summary of Important Reminders

28. Plans Questions?