Click for Philadelphia, Pennsylvania Forecast
HOME ISSUE

CALENDAR

BETWEEN ISSUES ARCHIVE DEADLINES CONTACT USFAQS
 
 
Print This Issue
Front Page
Contents
Crimes
Directory
All About Teaching
Subscribe to E-Alamanc!
Staffbox
Guidelines
 

 

Retirement & Financial Planning

Join Human Resources for free retirement education and financial planning workshops on November 1 and 2. Experts from TIAA-CREF and The Vanguard Group will speak about various retirement and investment topics. No pre-registration is necessary. For more information, call (215) 898-7282 or visit www.hr.upenn.edu/benefits/retirement/seminars.asp.

Tuesday, November 1 

The Vanguard Group, Amado Recital Hall, Irvine Auditorium.

10:30-11:30 a.m., Penn’s Tax-Deferred Retirement Plan Overview; useful for all faculty and staff newly eligible to join the plan or those not currently enrolled, this seminar deals with Penn’s Tax-Deferred Retirement Plan provisions and investment options, the potential benefits of participating in the plan, contribution rates and advantages of tax deferral, and asset allocation and available choices. 

Noon-1 p.m., How to Invest: Diversify Your Plan; all faculty and staff can benefit from this seminar that discusses the importance of diversification within stock investments, determining the right investment mix, and the Vanguard® services that can help you meet your investment goals.

1:30-2:30 p.m., Your Goal: Getting Ready to Retire; faculty and staff 5 to 10 years from retirement may want to take advantage of this seminar which deals with topics such as determining whether you’re financially ready to retire, ways to make your retirement savings last, catching up on saving for retirement, and investing for–and during–retirement.

Wednesday, November 2

TIAA-CREF, Benjamin Franklin Room, Houston Hall

10:30 a.m.-11:30 a.m., Penn’s Tax-Deferred Retirement Plan Overview; useful for all faculty and staff newly eligible to join the plan or those not currently enrolled, this seminar deals with Penn’s Tax-Deferred Retirement Plan provisions and investment options, the potential benefits of participating in the plan, contribution rates and advantages of tax deferral, and asset allocation and available choices. 

Noon-1 p.m., Understanding Life Insurance; all faculty and staff can benefit from this seminar that discusses basic life insurance planning, determining how much coverage is needed, the types of policies available, and finding the policy and company that’s right for you.

1:30-2:30 p.m., Your Retirement Income Options; Faculty and staff nearing retirement may want to take advantage of this seminar which deals with TIAA-CREF’s decisions, guidance, philosophy, and method; retirement income flexibilities; choosing the best retirement method from the available options; and a comparison of annuity income, systematic withdrawals, interest-only payments, and the minimum distribution option. 

—Division of Human Resources

 

 



 
  Almanac, Vol. 52, No. 9, October 25, 2005

ISSUE HIGHLIGHTS:

Tuesday,
October 25, 2005
Volume 52 Number 9
www.upenn.edu/almanac

 

top of page
Back to Contents page
HOME ISSUE CALENDAR BETWEEN ISSUES ARCHIVE DEADLINES CONTACT USFAQS