For More Information
Derek Gregoire
Senior Benefits Specialist
(781) 736-4459
gregoire@brandeis.edu
Brandeis Univeristy Transition Guide with Fund Information
Fidelity Brandeis site
TIAA-CREF Brandeis site
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.