For More Information

Marianne Pick
Benefits Manager
 781-736-4459
mpick@brandeis.edu

Video: The Basics of Retirement Planning

screenshot of retirement video

Transition Guide with Fund Information

screenshot of transition guide

Retirement Forms

Get retirement planning forms here.

2014 Fee Disclosure Information

Plan and Investment Notice for Exempt Faculty and Staff

Plan and Investment Notice for Non-Exempt Employees

Important Information

403(b) Universal Availability Notice

Retirement Savings Plan


To access the Brandeis University's microsite of the Retirement Plan Vendors click on their name below.

              fidelity investments logo                       tiaa cref logo

NEW 10-24-2014

We are happy to announce enhancements to the Brandeis University retirement planning micro site provided by Fidelity Investments. Check it out today via web or tablet to discover what it means for you.

You may find this enhanced website helpful whether or not you currently participate in the plan. The site is easy
to use and there is no login or password required. Design improvements make it easier to:

  •  Get up-to-date plan news and investment information.
  •  Use interactive tools and calculators to help you set financial goals.
  •  Schedule guidance appointments with your Fidelity Workplace Planning and Guidance Consultant

Visit www.netbenefits.com/Brandeis  to see what is new and helpful. Please replace any previously bookmarked links with this new link.

Beneficiary Designation Enhancement with Fidelity Investment accounts.

A new feature to Fidelity NetBenefits® has been added to allow you to designate your beneficiaries online. You will no longer need to complete a paper form! As in the past, you are also able to designate your beneficiaries online with your TIAA-CREF accounts. 

You should consider updating your beneficiaries if you experience a life-changing event such as a marriage, divorce, birth of a child, or death in the family to help to ensure that your plan assets will be distributed
according to your wishes.

To complete your beneficiary designations online with Fideilty:

1. Visit www.netbenefits.com/Brandeis and login to your NetBenefits account.
2. Once logged in, click the Your Profile link at the top of the page.
3. Select Beneficiaries* and follow the online instructions.

To complete your beneficiay designations online with TIAA-CREF

1. Visit http://www1.tiaa-cref.org/tcm/brandeis and login to your PlanFocus account.
2. Once logged in, click the Manage My Portforlio tab at the top of the page.
3. Select Beneficiaries* and follow the online instructions.

*For online beneficiary designations that require spousal consent, you will be prompted to print out and then return a signed and notorized spousal consent form by mail.

What’s Your Financial IQ?

Take the challenge and find out.

Test your financial know-how and you could win a tablet computer! We've teamed up with TIAA-CREF to  bring you the What's your Financial IQ Challenge.

From October 1 through October 31, 2014, take this educational online challenge to have fun and learn important information about financial matters.  Each day, 5 new questions are added to the Challenge. Each time you play, your name is entered into a prize drawing, so the more you questions you complete, the better your chances of winning and increasing your financial IQ. (All responses are confidential.)

Ready to test your financial savvy and learn something new each time you play?

TAKE THE CHALLENGE! 

Healthy You - Financial Wellness

Retirement Plan Individual Counseling Sessions

Representatives from TIAA-CREF 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, October 30th        9:00 a.m. - 4:00 p.m.    
Monday, November 3rd 9:00 a.m. - 4:00 p.m.
Monday, November 17th 9:00 a.m. - 4:00 p.m.
Monday, December 1st 9:00 a.m. - 4:00 p.m.

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

TIAA-CREF Chris Sullivan
Date Time
Wednesday, November 5th   9:00 a.m. - 4:00 p.m.  
Wednesday, December 3rd 9:00 a.m. - 4:00 p.m. 

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