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If you are investing in mutual funds, read the Intermediary Frequent Trading Policy (PDF).


You may be required to complete additional forms in order to enroll in the retirement plans.

  1. Mandatory Retirement Plan - If you are immediately eligible to participate because you and your previous employer were already contributing to a tax-advantaged retirement account, you will need to complete the Retirement Verification Form.
  2. Supplemental Retirement Plan - To enroll in this plan, you will need to complete a Salary Reduction Agreement. This form allows Xavier University to set up automated, pre-tax contributions from your paycheck directly to the plan.
Submit the form(s) to your Human Resources Office.


Have the following information available before you enroll online:

  • Your investment allocation amounts/percentages for your investment choices.
  • Your Social Security number.
  • Your beneficiary's Social Security number, birth date and address.

To enroll in a plan online, click the plan name below: