For More Information
Derek Gregoire
Senior Benefits Specialist
(781) 736-4459
gregoire@brandeis.edu
Retirement Forms
Get retirement planning forms here.
Fund Listing and Performance Reports
Fidelity Investments - Options for your retirement plan
Retirement Comparison of Investment Options
Fidelity Investments Performance Report as of December 31, 2012
TIAA CREF Quarterly Performance Report as of December 31, 2012
Important Information
Investment Options Comparative Chart for Exempt Faculty and Staff
Summary of Plan Services and Costs for Exempt Faculty and Staff
Investment Options Comparative Chart for Non-Exempt Employees
Retirement Planning
Retirement Plan New Investment Fund Options Workshops
Brandeis University Transition Guide with Fund Information
Basics of Retirement Planning Seminar
Hassenfeld, Levine Ross
Thursday, May 2, 2013
9:30 a.m. – 11:00 a.m.
11:30 a.m. – 1:00 p.m.
2:00 p.m. – 3:30 p.m.
Basics of Retirement Planning Seminar presented by David Carboni, Ph.D., CFP of DKC Retirement Associates LLC, a recognized retirement planning and investment expert. Dr. Carboni will review terms and concepts you need to know in order to make sound retirement planning decisions. The following retirement planning topics will be discussed:
- Importance of saving for your retirement
- Investment terms and options
- Asset allocation --- the right mix for you
- A review of the Brandeis University 403(b) Retirement Plan
Click here to enroll or call Derek Gregoire, Senior Benefits Specialist at x64459.