Retirement Savings Plan


To access the Brandeis University's microsite of the Retirement Plan Vendors click on their name below to enroll and find detailed plan information.

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Upcoming Workshops

Turn Your Savings into Retirement Income (register)

HEALTHY YOU
WORKING TOGETHER FOR YOUR FINANCIAL WELLNESS

Date: May 3, 2017
Time: 12:00pm – 1:00pm
Location: Hassenfeld Conference Center, Lurias

If you’re planning to retire within the next few years:

Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan for your goals and lifestyle. Sponsored by Fidelity Investments. All employees welcome.

Retirement Plan Individual Counseling Sessions

Representatives from TIAA and Fidelity are ready to help you:

        ·         Manage your retirement savings goals

        ·         Review investment choices

        ·         Build a plan that’s easy to put into action

Appointments will be in the Bernstein Marcus Building HR Office, on the following dates. Please consider bringing relevant account statements and any paperwork to help address your questions and needs.

To Reserve an appointment:

Fidelity Investments Ken Kirwin
Date Time
Thursday, June 29th 9:00 a.m. - 4:00 p.m.
Thursday, July 27th

9:00 a.m. - 4:00 p.m.

Monday, August 7th

9:00 a.m. - 4:00p.m.

Call: 800-642-7131 or  Register online with Fidelity

TIAA Chris Sullivan
Date Time
Wednesday, July 12th, 9:00 a.m. - 4:00 p.m.  
Wednesday, August 16th

9:00 a.m. - 4:00 p.m. 

Call:  781-314-2402 or Register online with TIAA