Blog Archives

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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