In this month’s edition …
Strategies for the Sandwich Generation
Retirement Advisor Tool (link to TIAA-CREF’s on-line tool for planning your retirement)
Planning for your Financial Future: Checklist for Same-Sex Married Couples
Click here for the newsletter.
In this month’s edition of the Member Newsletter …
Keeping up with your medications
Preventing allergies and asthma attacks
Expediting doctor appointments
Transferring your medical records
Click here for the articles.
Click below and then on either the Core or Buy-Up Plan Benefit Summaries to learn about additional benefits available for women who are pregnant.
As with any benefit, please contact me if you have any questions.
Health insurance premiums decrease slightly today due, in part, to the University increasing its contribution from 70% to 72%. Current rates are available in the 2014/2015 Benefits Guidebook on our website at http://charonplanning.com/clients/guidebook/wlu/.
The $250 individual and $500 family deductible begins today. Click here for a summary of what you will [...]
Meet Boyce Brice
Certified Financial Planner
Boyce Brice, a Fidelity workplace planning and guidance consultant since 2012, has more than two years with the company. He was previously an account executive at Fidelity’s Richmond, Virginia, Investor Center. A CERTIFIED FINANCIAL PLANNER (CFP®) certificant, investment advisor representative, registered securities representative, and licensed insurance [...]
Meet Kurt Johnson
Financial Consultant, Field Consulting Group
Kurt Johnson is a Financial Consultant for the Field Consulting Group at TIAA-CREF (www.tiaa-cref.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical, and cultural fields. The Field Consulting Group is comprised [...]
Changes to salaries and benefit premiums take place with the July 3rd bi-weekly paycheck and July 31st monthly paycheck. We encourage you to please review your first pay advice in the new year and report any discrepancies to HR as quickly as possible.
If you’d like to meet with the TIAA-CREF or Fidelity Investment Counselors when they visit W&L, their schedules and contact information is below. For those nearing retirement, the counselors can explain the options available for drawing money when you retire and can help with related paperwork. For new employees, the [...]
Doctors M. Todd Brandt and Corey Burgoyne will be contracting with United Concordia this summer. The exact date is not yet known; however I’m writing to let you know in case you have surgeries scheduled in their Lexington or Fishersville offices. I’ll update you as soon as I know the [...]
The deadline to enroll in a medical and/or dependent care Flexible Spending Account (FSA) is this Friday, June 20.
A FSA allows you to set aside money through payroll deduction into accounts that you use to pay for eligible medical and dependent care services/products needed during the 2014/2015 plan year. The [...]