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.



Workshops

Fidelity Webcast Hub

TIAA 2018 Q1 Live Webinar Calendar

Retirement Planning Day Event

Presentation slides now available. Click on the topic below.

Date: Thursday, March 1, 2018
Time: 9 a.m. - 2 p.m. (Buffet lunch included)
Location: Hassenfeld, Conference Center, Sherman Hall

This program will be offered to Brandeis employees 55 and older and will include representatives from Fidelity Investments, TIAA and Social Security Administration. During this valuable session, you will be provided with information and resources to help set you on a path to a plan for successful retirement.


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 are available 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, April 26th

9am - 4pm

Mon, May 7th

9am - 4pm

Thur, May 31st

9am - 4pm

Mon, June 4th

9am - 4pm

Thur, June 28th

9am - 4pm

Mon, July 1st

9am - 4pm

Thur, July 26th

9am - 4pm

Mon, August 6th

9am - 4pm

Thur, August 30th

9am - 4pm

Mon, September 4th

9am - 4pm

Thur, September 27th

9am - 4pm

Mon, October 1st

9am - 4pm

Thur, October 25th

9am - 4pm

Mon, November 5th

9am - 4pm

Thur, November 29th

9am - 4pm

Mon, December 3rd

9am - 4pm

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


TIAA-CREF

CHRIS SULLIVAN

Date

Time

Tues, January 23rd

9am - 4pm

Tues, February 13th

9am - 4pm 

Tues, March 20th

9am - 4pm 

Thur, April 19th

9am - 4pm 

Wed, May 23rd

9am - 4pm 

Thur, June 7th

9am - 4pm 

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