Blog Archives

Retirement Workshop for Employees Considering Retirement in Next Two Years

In retirement, it’s important that your investment portfolio keeps working in order to help your money last – and that means you need to stay active in managing it.  Join Fidelity for a complimentary workshop where you will learn ways to successfully transition from saving for retirement to spending in [...]

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Considering Retirement from W&L in the Next Few Years?

In retirement, it’s important that your investment portfolio keeps working in order to help your money last – and that means you need to stay active in managing it.  Join Fidelity for a complimentary workshop where you will learn ways to successfully transition from saving for retirement to spending in [...]

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TIAA/CREF Consultant Has Appointments Available Next Week

TIAA/CREF Financial Consultant, Kurt Johnson, will be on campus October 22 and 23.  To request an appointment, call 1-800-732-8353.  Kurt can assist you with setting up accounts, getting loans from your retirement plan, updating beneficiaries, starting your retirement paperwork, reviewing investment options and plan design, and helping you  determine if you are on track to [...]

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TIAA/CREF and Fidelity Counselors Here This Summer

Listed below are the dates the Financial Counselors from TIAA/CREF and Fidelity Investments will be here over the next few months.  The counselors can assist with setting up accounts, explain the investment choices, review your beneficiaires and can help you  determine if you are on track to meet your retirement goals.  These appointments [...]

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Announcing Fidelity’s New NetBenefits Smartphone App

… from Fidelity Investments
Access your Fidelity workplace account info on the go with the new NetBenefits® smartphone app. This new app offers an integrated view of your accounts right on your smartphone. Now you can access your retirement account balances, investments, personal rate of return, and more—anytime, anywhere.
Download the app [...]

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TIAA/CREF and Fidelity Investment Counselors Here in June

Listed below are the dates the Financial Counselors from TIAA/CREF and Fidelity Investments will be here over the next month or so.  The counselors can assist you with setting up accounts, explain the investment choices, review your beneficiaires and  through a series of questions can help you to determine if [...]

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Will You Be Ready To Retire When The Time Comes?

We all have one major life event in common – we all dream of one day retiring.  What we may differ on is what we want to do when we retire.  Whether it’s to travel the world or stay home and relax, we all need to be saving enough during [...]

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New Funds Now Available Through University’s Retirement Plan

This is a reminder that on November 1, new fund choices became available through TIAA/CREF and Fidelity, some funds have been closed to new contributions and balances in some funds have migrated to new fund choices.  You will receive notices from TIAA/CREF and/or Fidelity when fund changes are made.
TIAA/CREF and Fidelity [...]

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Missed the Meeting Last Week on Changes to University’s Retirement Plan?

If you weren’t able to make one of the informational sessions last week on upcoming changes to the investment choices through the University’s Retirement Plan, we’ve added Fidelity’s and TIAA/CREF’s presentations to our website at  http://www.wlu.edu/x31977.xml.
TIAA/CREF will be adding dates to their schedule of on-campus visits through the end of the [...]

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Upcoming Changes to the Fund Choices Available through the University’s Defined Contribution Retirement Plan

don't forget

This is a a reminder of the important informational sessions being held on Wednesday, October 17 in Stackhouse Theater regarding upcoming changes to the fund choices available through our retirement plan with TIAA/CREF and Fidelity.  Please plan to attend one of the identical 60-minute sessions at 8:30 AM, 10:30 AM or 2:30 PM.  Information [...]

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