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Annual Check-Up for Retirement

How long has it been since you took a good look at your retirement savings?  Whether retirement seems light years away or is just around the corner, you should take the time at least once a year to re-evaluate where you stand with regard to your retirement goals.  Are you on track to meet your future needs?  Have your future needs changed due to a change in your life situation (e.g., marriage, divorce, children)?  Is your current investment mix still working for you?

For assistance with these and other questions, take advantage of free one-on-one counseling sessions with retirement experts from TIAA-CREF and The Vanguard Group. To make an appointment, contact:

• TIAA-CREF – 1-800-842-2010 or
www.tiaa-cref.org/moc

• Vanguard – 1-800-662-0106 x14500 or www.meetvanguard.com/

If you have general questions about Penn’s retirement plans, call the Retirement Call Center at 1-877-PENN-RET (1-877-736-6738) weekdays from 8 a.m. to 5 p.m.  To change your contribution amount, call the Retirement Call Center or visit the online retirement site at www.upenn.edu/u@penn (click on “Retirement benefits – view, enroll, change” under Benefits).

—Division of Human Resources

 



 
  Almanac, Vol. 53, No. 1, July 11, 2006

ISSUE HIGHLIGHTS:

Tuesday,
July 11, 2006
Volume 53 Number 1

 

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