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 [...]
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 [...]
… 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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
If you are contributing to a retirement account with TIAA/CREF or Fidelity, this summer may be a convenient time for you to meet with a representative to review your asset allocation and have a personalized calculation performed to see if you are on track to meet your retirement goals.
Tony Cassidy from TIAA/CREF will be on campus on July [...]
TIAA will soon be writing to participants for whom they do not have a residential street address on file as one is now required per the USA PATRIOT Act. Participants will have the chance to provide their residential street address online by logging into their account, by calling TIAA/CREF [...]