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: March 31, 2016
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, March 31st 9:00 a.m. - 4:00 p.m.    
Monday, April 4th 9:00 a.m. - 4:00 p.m
Thursday, April 28th 9:00 a.m. - 4:00 p.m.
Monday, May 2nd

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

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

TIAA-CREF Chris Sullivan
Date Time
Tuesday, March 22nd 9:00 a.m. - 4:00 p.m.  
Thursday, April 28th 9:00 a.m. - 11:00 a.m. 
Wednesday, May 5th 9:00 a.m. - 4:00 p.m.

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