Employees are encouraged to attend a variety of workshops on retirement planning. All workshops are free and will be facilitated by planning experts from The Vanguard Group and TIAA-CREF.
All classes are outlined below. Register online for classes.
Join the Plan
Who should attend: New hires and employees not currently participating in a retirement plan
Enrolling in a retirement plan is easy, and doing so sooner offers greater benefits. Learn the benefits of enrolling in the plan, determine how much to save, select the right investment mix for you and designate your beneficiary.
Date: April 2
Time: 11:30 a.m.-12:30 p.m.
Location: Biomedical Research Building 105
Date: April 3
Time: 2-3 p.m.
Location: Adelbert Hall Toepfer Room (second floor)
Thinking about Retirement
Who should attend: Employees saving for retirement and those with 10 years to retirement
This workshop is designed to address plan-related issues participants who are approaching retirement. The workshop will explore common issues regarding savings sufficiency, current asset allocation and distribution options.
Date: April 2
Time: 2-3 p.m.
Location: Crawford Hall 209
Date: April 3
Time: 11:30 a.m.-12:30 p.m.
Location: Adelbert Hall Toepfer Room (second floor)
5 Habits of Highly successful Investors
Who should attend: New hires and employees not currently participating in a retirement plan
This seminar provides a fundamental knowledge of investing that will help participants get started. Topics covered are setting financial goals, realizing tax advantages, reducing risk with diversification, allocating assets and understanding expenses.
Date: April 10
Time: 10-11 a.m.
Location: Crawford Hall 209
Date: April 11
Time: 1:30-2:30 p.m.
Location: Crawford Hall 209
Tax Smart Ways to Save and Invest
Who should attend: New hires and employees already saving for retirement
This seminar explains these concepts so employees can keep more of what they earn. It will assist employees in developing strategies that will help them minimize taxes and make the most of their savings. Major topics include: individual tax rates, effective withholding strategies, budgeting and debt management, tax-favored savings and review of favorable tax law provisions.
Date: April 10
Time: 1:30-2:30 p.m.
Location: Crawford Hall 209
Date: April 11
Time: 10-11 a.m.
Location: Crawford Hall 209
