TIAA
TIAA appointments can be scheduled online at or by calling 1-800-732-8353.
- March 10 - Case-Geyer 515
- April 14 - Case-Geyer 515
- April 28 - Case-Geyer 515
- May 7 - ALANA 104
- June 10 - ALANA 104
Fidelity
Fidelity appointments can be scheduled online at or by calling 1-800-642-7131.
- March 10 - ALANA 104
- March 25 -ALANA 104
- April 6 - ALANA 104
- May 5 - Case-Geyer 515
- June 16 - ALANA 104
TIAA Workshop
Tuesday, March 31, 2020
Noon–1 p.m.
Case-Geyer 560
Lunch will be provided.
Lifetime income: Help secure your retirement
You can invest in yourself and help build a solid foundation for your retirement. Many of us face challenges and risks as we plan for retirement, making the certainty of an income for life — that can help cover basic, everyday living expenses — more attractive.
This workshop will discuss:
- Planning for retirement now
- Financial risks during working years and in retirement
- The importance of creating an income stream for life
- How different retirement distribution strategies provide different risks and opportunities
Click to register with TIAA.
Social Security Meeting
Tuesday, April 7, 2020
Noon–1 p.m.
Case-Geyer 560
Lunch will be provided.
Do you want to feel more secure about your Social Security choices? More than 60 percent of individuals do not receive the maximum benefit they deserve from Social Security.*
We don’t want you to be one of them. Please join us as Fidelity Investments helps you to:
- understand the importance of Social Security in your savings plan
- take the steps you need to maximize your claiming strategy
- plan for your retirement income
Reserve your seat by calling 800-642-7131 or by clicking . Choose "Attending a Special Event," fill in your information, select "Attend Workshop," and then confirm your appointment. Please register by Monday, April 6. This session will be limited to the first 50 individuals to respond.
*Social Security Administration, Master Beneficiary Record. Table 6.B5. Number, average age, and percentage distribution, by sex and age, selected years 1940–2010.
Medicare 101
Tuesday, April 28, 2020
11:30 a.m.–1:30 p.m.
Case-Geyer 560
Lunch will be provided
Relph Benefit Advisors, ¸Ô±¾ÊÓƵ’s employee benefit consultant, will be on campus presenting on retiree healthcare options. The presentation will include an overview of the ¸Ô±¾ÊÓƵ retiree plan as well as general information on Medicare, such as enrolling deadlines, coverage choices, and coordination of benefits. You may wish to attend the session; if you are planning to retire in the next year, you are turning age 65, or you are helping a loved one as they retire. If applicable, your spouse or domestic partner may attend as well.
To register for the program, click . Please register by Friday, April 24. This session will be limited to the first 50 individuals to respond.