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

THRIVE: Financial Wellness SeriesDate: 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
Thursday, February 25th 9:00 a.m. - 4:00 p.m.    
Monday, March 7th 9:00 a.m. - 4:00 p.m
Thursday, March 31t 9:00 a.m. - 4:00 p.m.
Monday, April 4th

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

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

TIAA-CREF Chris Sullivan
Date Time
Thursday, January 14th 9:00 a.m. - 4:00 p.m.  
Wednesdau, February 10th 9:00 a.m. - 11:00 a.m. 
Tuesday, March 22nd 9:00 a.m. - 4:00 p.m.

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