Retirement Savings Plan

Brandeis University gives its employees the option of one retirement plan with the option to direct contributions to Fidelity, TIAA or both.

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



Upcoming Workshops


Turn Your Savings into Retirement Income



Brandeis 403(b) Retirement Savings Plan (register)

Date: November 1, 2017
Time: Noon to 1:00
Location Hassenfeld Conference Center, Levine Ross 

Brandeis University offers a generous University contribution, outstanding convenience and a variety of investment options. Come and see what a difference enrolling in the plan could make in achieving your goals.

Representatives from both Fidelity Investments and TIAA will present retirement savings and investment strategies. 

Coming March 1, 2018 a Retirement Planning Day seminar including Retirement Income Planning, Estate Planning and Social Security Administration information.Details to follow.

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

Thur October 26th

9am  - 4pm

Mon, November 6th

9am  - 4pm

Thur, November 30th

9am - 4pm

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


TIAA-CREF

CHRIS SULLIVAN

Date

Time

Wed, November 8th

9aM - 4pm

Mon, November 13th

9am - 4pm

Thur, DecEmber 7th

9am - 4pm 

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