Retirement Savings Plan

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

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Financial Wellness

Brandeis University Retirement Savings Plan Communication and Education

Money at Work 1: Foundation of Investing (register)  Presented by TIAA-CREF, Laura Adamski

Date: November 19, 2015
Time: Noon to 1:00 (box lunch provided)
Location: Hassenfeld, Conference Center, Geller 

  • Discover what stocks, annuities, mutual funds and IRAs are and which ones meet your needs
  • Learn about risk and finding your risk tolerance
  • See how the same savings principles work for short – or long-term goals

THRIVE: Financial Wellness Series

Presented by Fidelity Investments, Cara Fuller

Whether you’re just starting out or nearing retirement, there are simple steps you can take with your finances to help achieve the goals nearest and dearest to you. The THRIVE: Financial Wellness Series' approach is:

  • Build around women’s needs & preferences
  • Inspire with modular education content
  • Create an inviting, collaborative environment   

Attendees will learn:

  • Why financial wellness is especially important for women
  • Budgeting, saving & managing debt
  • Investment strategies
  • How to build a retirement income plan

Thrive: Get Organized (register)

Date: January 21, 2016
Time: Noon to 1:00
Location: Hassenfeld Conference Center, Geller

Successful budgeting is the foundation of financial success. And that's why we're inviting you to GET ORGANIZED, a financial wellness workshop for women at Brandeis University. All are welcome to attend.

You'll get the techniques, tools, and support you need to help:
• Manage your spending
• Control your debt
• Pave the way to your most important financial goals

Thrive: Build & Own Your Plan (register)

Date: February 25, 2016
Time: Noon to 1:00
Location: Hassenfeld Conference Center, Geller

Many women are already making smart financial decisions.  With BUILD AND OWN YOUR PLAN, our financial wellness workshop for women, you’ll gain confidence in your investing knowledge through our help with:
• Planning and saving
• Basics of investing
• Defining your investing personality
•  Staying on track
All are welcome to attend.

Thrive: Retirement Income Planning (register)

Date: March 31, 2016
Time: Noon to 1:00
Location: Hassenfeld Conference Center, Geller

When it comes to retiring, there are lots of decisions that have to be made.  With RETIREMENT INCOME PLANNING ON YOUR OWN, our newest financial wellness workshop for women who are planning on their own, we’ll help you navigate the process so you can:

• Envision your retirement
• Learn about the 5 key risks
• Understand the importance of Social Security in your savings plan
• Create a plan for your retirement income
All are welcome to attend.

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
Monday, October 5th 9:00 a.m. - 4:00 p.m.    
Thursday, October 29th 9:00 a.m. - 4:00 p.m.
Monday, November 2nd 9:00 a.m. - 4:00 p.m.
Monday, December 7th

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

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

TIAA-CREF Chris Sullivan
Date Time
Thursday, October 15th 9:00 a.m. - 4:00 p.m.  
Wednesdau, October 28th 9:00 a.m. - 11:00 a.m. 
Tuesday, November 19th 9:00 a.m. - 4:00 p.m.
Wednesday, December 2nd 9:00 a.m. - 4:00 p.m.
Thursday, December 10th 9:00 a.m. - 4:00 p.m.

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