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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 counselors can explain the investment choices and help you set up your retirement account.
We recommend all participants meet annually with a counselor to review your portfolio, beneficiaries, and demographic information. As always, let me know if you have any questions about your retirement benefit or any other employee benefits.
Kurt Johnson with TIAA-CREF at 800-732-8353 will be here
August 12 and 21, September 9 and 23, October 14 and 28, November 4 and 11, December 2 and 16
Boyce Brice with Fidelity, at 800-642-7131 will be here
August 14, September 8 and 25, October 13 and 21, November 10 and 19, December 4.

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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 retirement and steps you can take to help generate the lifetime income you may need.
Shifting from Saving to Spending.  In this workshop, you will learn about:
 The importance of asset allocation in retirement
 Elements for building your investment strategy
 Considerations for portfolio withdrawal rates
Who should attend: This workshop is designed for individuals age 55 or older who are planning to retire in less than two years.  The information presented is relevant whether you have your account with Fidelity or TIAA/CREF.
Date, Location, Time:  April 10, 2014 in the Hillel Multipurpose Room at 11 AM and 2 PM.  Choose either of these 60-minute presentations.
Additional guidance:  Boyce Brice, our dedicated Fidelity Workplace Planning and Guidance Consultant visits W&L monthly for complimentary one-on-one guidance consultations – upcoming visits are listed further below.  Boyce has been with Fidelity since 2011. He was previously an Account Executive at Fidelity’s Richmond, Virginia, Investor Center. Boyce has lived in Virginia and worked in financial services for over 20 years. He has helped people plan for retirement since 1997. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Boyce holds a bachelor’s degree in business administration from Presbyterian College.
To register for the April 10 workshop or for a one-on-one consultation with Boyce, call Fidelity at 800-642-7131 or visit fidelity.com/atwork/reservations.  Appointments are limited and pre-registration is required.
Boyce will have one-on-one appointments available on April 10 (before, between and following the workshop presentation) and he will be here on April 28 and May 8.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 682255.1.0
 

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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 retirement and steps you can take to help generate the lifetime income you may need.
Shifting from Saving to Spending.  In this workshop, you will learn about:
 The importance of asset allocation in retirement
 Elements for building your investment strategy
 Considerations for portfolio withdrawal rates
Who should attend: This workshop is designed for individuals age 55 or older who are planning to retire in less than two years.  The information presented is relevant whether you have your account with Fidelity or TIAA/CREF.
Date, Location, Time:  April 10, 2014 in the Hillel Multipurpose Room at 11 AM and 2 PM.  Choose either of these 60-minute presentations.
Additional guidance:  Boyce Brice, our dedicated Fidelity Workplace Planning and Guidance Consultant visits W&L monthly for complimentary one-on-one guidance consultations – upcoming visits are listed further below.  Boyce has been with Fidelity since 2011. He was previously an Account Executive at Fidelity’s Richmond, Virginia, Investor Center. Boyce has lived in Virginia and worked in financial services for over 20 years. He has helped people plan for retirement since 1997. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Boyce holds a bachelor’s degree in business administration from Presbyterian College.
To register for the April 10 workshop or for a one-on-one consultation with Boyce, call Fidelity at 800-642-7131 or visit fidelity.com/atwork/reservations.  Appointments are limited and pre-registration is required.
Boyce will have one-on-one appointments available on April 10 (before, between and following the workshop presentation) and he will be here on April 28 and May 8.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 682255.1.0
 

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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 meet your retirement goals.  These appointments fill up quickly so call soon!

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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 normally fill up within a day or so of being announced so call quickly to schedule yours!
TIAA/CREF Financial Counselor, Kurtis Johnson will be here on June 28, July 30 & 31, August 27 & 28 and September 24 & 25.  To schedule an appointment, call 1-800-732-8353.
Fidelity Investments Counselor, Boyce Brice will be here on July 25 and August 19.  To schedule an appointment, call 1-800-642-7131.

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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 today from the App StoreSM or Google PlayTM Store—or you can browse netbenefits.com on the mobile Web.

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