News from HR

Learn more about representative sessions from Fidelity, and TIAA, and see the schedule for upcoming TIAA webinars.

Fidelity Sessions - Morrisville 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions

  • Friday, Nov. 8 from 8 to 10 a.m. and noon to 3 p.m. at the Morrisville Building 2, 4th floor in the Productive Conference Room.
  • Friday, Nov. 15 from 10 a.m. to 5 p.m. at the Morrisville Think Place 1025 MO 4 Integrity Conference Room

Please register at www.fidelity.com/reserve or call 800-642-7131.

As someone who helps others for a living, your own financial well-being is often the last thing on your mind. That’s why Fidelity is here to help you develop a real, relevant plan for your investments. And we can do it on your terms. Fidelity has over 67 years of investing experience, and as a leading retirement provider to higher education institutions, we’re committed to helping you meet your goals.


TIAA Sessions

You can discuss your personal financial situation with an experienced TIAA Financial Consultant on a confidential basis at no additional cost to you. They are available Friday, Nov. 8 from 8 a.m. to 5 p.m. in the Medical School Wing C (old Motel) Room 102 to discuss how to help you pursue your financial goals by investing in financial products such as mutual funds, brokerage, life insurance and annuities.

Space is limited, so please RSVP as soon as you can.  You can click here to register: www.tiaa.org/schedulenow or call 800-732-8353.  


TIAA Webinar Sessions

Go to http://TIAA.org/webinars to enroll now in any of these below sessions.

  • Tuesday, Nov. 12 from noon to 1 p.m.: Retirement plans—Know the rules -- Your retirement assets will play a significant role in creating your retirement income, however, there are many rules surrounding your use of these assets. When can I start taking distributions? When must I start taking distributions? What happens when I leave them to my loved ones? Join us to get the answers to all of these questions and more.
  • Tuesday, Nov. 12 from 3 to 4 p.m.: Attention to Detail: Financial Finishing Touches for Women -- Am I ready to retire? How do I know if I have enough? How do I plan my income? What should I look out for as I plan and even after I am retired? Financial success can often complicate your life and we are going to try to help you answer those questions and more.
  • Wednesday, Nov. 13 from noon to 1 p.m.: Market-Proof your Retirement  -- In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA).
  • Wednesday, Nov. 13 from 3 to 4 p.m.: Paying Yourself: Income Options in Retirement -- You can learn the rules that govern retirement assets and find out when to consider using different income sources
  • Thursday, Nov. 14 from noon to 1 p.m.: Demystifying Life Insurance -- Life insurance can play a critical role in your financial plan. You can learn how much you may need, what types exist, how much you can afford and much more.
  • Thursday, Nov. 14 from 3 to 4 p.m.: Halfway There: A Retirement Checkpoint -- Give yourself a mid-career financial checkup to evaluate your current savings, formulate a plan to help pursue your savings goals and manage competing financial priorities.
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