Blog Archives

RetireWise Session 3: Establishing Your Retirement Income Stream

retirewise® is a complimentary retirement education opportunity provided by Washington and Lee University. It offers the tools you need to clarify your goals and take action. In this upcoming session,
you will build on what you have learned so far, learning how to structure a retirement income stream to address your [...]

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Upcoming Visits by TIAA-CREF and Fidelity Financial Consultants

Our assigned TIAA-CREF and Fidelity consultants visit campus each month to meet with employees in individual appointments.  Their schedule through the spring is listed below.  The counselors can …

assist you with opening accounts
explain the investment choices and help you select ones that fit your needs
confirm your beneficiaries and assist with you making any necessary changes
perform calculations to [...]

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RetireWise Session 1: Building the Foundation

retirewise® is a complimentary retirement education opportunity provided by Washington and Lee University. It offers the tools you need to clarify your goals and take action. In this upcoming session,
You will envision the retirement you want and how you will finance it based on current and future retirement trends. We [...]

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Participate in the America Saves Week Challenge and Earn 10 Wellness Points!

In recognition of America Saves Week (February 23-28, 2015) … we will award 10 wellness points to employees who increase their retirement contribution in February by a minimum of 1%.
Financial wellness plays a vital role in your life – particularly your future.   All non-W&L student employees are eligible and encouraged [...]

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Schedule of Upcoming Visits by TIAA-CREF and Fidelity Financial Consultants

If you’d like to meet with the TIAA-CREF or Fidelity Financial Consultants when they visit W&L, their schedules and contact information are 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 [...]

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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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