Retirement Education Seminars

The following seminars will be presented by TIAA-CREF & the Vanguard Group at Perelman Quadrangle/Houston Hall, in Bodek Lounge, on the 1st Floor. No pre-registration is required.

TIAA-CREF: Monday, December 4, 11:30 a.m.-12:30 p.m.
New Faculty & Staff
This presentation offers an overview of the University's new Tax-Deferred Retirement Plan (TDR) and TIAA-CREF products and services available to University employees. This presentation is appropriate for anyone new to TIAA-CREF or has questions about the new TDR plan.
 
TIAA-CREF: Monday, December 4, 1-2 p.m.
Reaching Your Financial Goals
This presentation will help you identify personal financial goals and describe TIAA-CREF's pension and non-pension products that can be used to help you meet them. The seminar is designed for anyone who is interested in finding out about additional savings opportunities.
 
The Vanguard Group: Tuesday, December 5, 11:30 a.m.-12:30 p.m. & 1-2 p.m.
New Faculty & Staff
This presentation will give participants an overview of the new Tax Deferred Retirement plan (TDR) and the investment products and services available through The Vanguard Group of mutual funds. This discussion is appropriate for new eligible faculty, staff, and new TDR participants wishing to diversify their plan assets.
 
The Vanguard Group: Thursday, December 7, 11:30 a.m.-12:30 p.m.
Take Charge of Your Savings
This presentation will focus on the options available to rebalance your investment portfolio, maximize your contributions through Supplemental retirement accounts, asset allocation, age- appropriate asset balance, savings options, Roth vs. traditional IRA's, adding/changing your investment fund selections. This segment is designed for mid-career participants and those interested in-depth investment strategies to meet. their retirement goals.
 
The Vanguard Group: Thursday, December 7, 1-2 p.m.
Retirement Distribution Options
This presentation is designed for faculty and staff age 50 and over who are planning to retire and need guidance on the process, distribution options, tax and beneficiary planning, as well as post-retirement investment options.
 
TIAA-CREF: Friday, December 8, 11:30 a.m.- 12:30 p.m.
Developing an Investment Strategy
This presentation will educate the audience about key issues to consider when developing an investment strategy. The program will emphasize the most effective way to overcome challenges to investing, understand the methodology behind risk tolerance and asset allocation among various asset classes and sub-asset classes.
 
TIAA-CREF: Friday, December 8, 1-2 p.m.
Retirement Distribution Flexibilities
The presentation will educate current participants about the retirement preparation process and explain TIAA-CREF's income flexibilities at retirement. It is designed for faculty and staff age 50 and over in the process of planning for retirement and looking for guidance on selecting the most suitable retirement distribution option using a needs-based approach.

Programs for New Bolton Center: January 31, 2001 & Morris Arboretum: January 25, 2001.

--Division of Human Resources


Almanac, Vol. 47, No. 13, November 21, 2000

| FRONT PAGE | CONTENTS | JOB-OPS | CRIMESTATS | SENATE/COUNCIL: 2000-2001 Committees | UPDATE on SECURITY ISSUES | PENNs WAY 2001: Week 3 | OPERATION SANTA CLAUS | TALK ABOUT TEACHING ARCHIVE | BETWEEN ISSUES | DECEMBER at PENN |