RETIREMENT PLAN NEW INVESTMENT FUND OPTIONS WORKSHOPS

To help employees learn more about the Retirement Plan New Investment Options, representatives from Fidelity Investments and TIAA-CREF will conduct educational meetings throughout April and May. These sessions will provide an overview of the investment option changes and allow you to ask Fidelity and TIAA-CREF representatives your questions.

Tuesday, April 30 11:00 - 12:00 Usdan, Alumni Lounge
Tuesday, April 30 1:00 - 2:00 Usdan, Alumni Lounge
Monday, May 6 12:00 - 1:00 Hassenfeld, Levine Ross
Monday, May 6 2:00 - 3:00 Hassenfeld, Levine Ross
Thursday, May 9 12:00 - 1:00 Hassenfeld, Levine Ross

To enroll in a workshop click the link below and select the workshop you would like to attend:

https://brandeis.wufoo.com/forms/new-retirement-plan-investment-options-workshop/


CONFIDENTIAL CONSULTATIONS with TIAA-CREF and FIDELITY INVESTMENT REPRESENTATIVES

In addition to attending a workshop, you also have an opportunity to meet one on one with a Fidelity Investments and/or a TIAA-CREF representative on campus during this transition. Meetings will be held in the Office of Human Resources. You must schedule an appointment to attend.

A representative from TIAA-CREF will be on campus on the following dates:

Monday, April 29, 2013
Tuesday, April 30, 2013
Tuesday, May 7, 2013
Wednesday, May 15, 2013
Tuesday, May 28, 2013

To schedule an appointment with a TIAA-CREF Financial Consultant on campus call 866-843-5640.

A representative from Fidelity Investments will be on campus on the following dates:

Wednesday, April 24, 2013
Thursday, April 25, 2013
Wednesday, May 1, 2013
Friday, May 3, 2013
Monday, May 6, 2013
Thursday, May 9, 2013
Monday, May 13, 2013
Wednesday, May 22, 2013
Thursday, May 23, 2013
Thursday, May 30, 2013

To schedule an appointment with a Fidelity Workplace Planning and Guidance Consultant call 800-642-7131 or visit http://plan.fidelity.com/brandeis and click schedule an appointment under the image of Fidelity’s Workplace Planning and Guidance Consultant, Kenneth Kirwin.