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Retirement Seminars

Sessions will be held in Irvine Auditorium, Room G-16; no pre-registration required. Programs for New Bolton Center and Morris Arboretum will be scheduled at a later date.

TIAA-CREF: December 4, 11:30 a.m.-12:30 p.m.

New Faculty & Staff: an overview of Penn's Tax-Deferred Retirement Plan (TDR) and TIAA-CREF products and services available; for new or newly eligible faculty and staff and anyone who has questions regarding the Plan.

TIAA-CREF: December 4, 1:30-2:30 p.m.

The New Tax Law and Your Retirement Plans: Economic Growth and Tax Relief and Reconciliation Act 2001: This year's tax legislation contained many provisions that make retirement and education savings even more attractive. The major changes affecting retirement and education savings products and the increased contribution limits, catch-up provisions for late savers, pension portability, tuition finance savings plans and Education IRAs.

The Vanguard Group: December 5, 11:30 a.m.-12:30 p.m.

The Budget and Debt Management Workshop: for employees seeking more control of their finances, and covers establishing a budget; assessing your financial worth; using and controlling credit; managing debt; saving and spending wisely.

The Vanguard Group: December 5, 1:30-2:30 p.m.

Investments--The Basics: for employees new to investing and covers understanding mutual funds, identifying goals and assessing your risk tolerance, setting asset allocation targets and staying on track, creating an investment plan.

The Vanguard Group: December 6, 11:30 a.m.-12:30 p.m

Investments: Beyond the Basics: for employees who want to build a well-diversified portfolio, and covers defining investment strategies, setting sub-asset allocation targets, selecting active and passive investments, evaluating mutual funds.

The Vanguard Group: December 6, 1:30-2:30 p.m.

Retirement Distribution Options: 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: December 7, 11:30 a.m.-12:30 p.m.

Developing an Investment Strategy: some key issues to consider when developing an investment strategy. Afterwards, the participants should understand the reasoning behind questions in the risk tolerance/asset allocation questionnaire and be able to answer them.

TIAA-CREF: December 7, 1:30-2:30 p.m.

Retirement Distribution Flexibilities: the retirement preparation process and TIAA-CREF's income flexibilities at retirement; for participants over age 50 and in the process of planning for retirement, and looking for guidance on selecting the most suitable retirement distributions using a needs-based approach.

--Division of Human Resources

Almanac, Vol. 48, No. 14, December 4, 2001


December 4, 2001
Volume 48 Number 14

President Rodin has named a Philadelphia lawyer and Penn alumnus as the new vice president and chief of staff.
The Gender Equity Committee's Report on the status of women faculty at Penn concludes that problems reside primarily in individual departments rather than at the University-wide level.
The President and Provost reply to the Gender Equity Report and indicate an effort to work more closely with the deans to correct departmental inequities.
The University Council Open Forum will include topics of concern to various constituencies including staff and students.
Fire and Emergency Services has a new director with decades of experience.
The Division of Public Safety's Advisory Board makes recommendations concerning enforcement of PENNCard policies.
Dr. Thomas McNair Scott, a pioneering pediatric researcher and professor, dies at the age of 100 after an extensive career.
The new Faculty/Staff Directory is out and its cover celebrates the 125 Years of Women at Penn.
The report of the Ombudsman compares the cases of conflict handled by that office over the past several years.
Retirement Seminars will be held this week for faculty and staff who want to prepare for the future.
Flu shots will be available to faculty and staff; registration is required.
Penn's Way weekly raffles are underway; the deadline for the next one is Friday