University Human Resources and UPB Benefits Services offices are offering a series of free retirement and investment seminars for University employees.Representatives from Fidelity Investments, TIAA-CREF, and the State Universities Retirement System (SURS) will be on various campuses during the period of March 15 through May 15. See the dates for each campus by going to the NESSIE registration link provided below. Fidelity and TIAA-CREF are vendors for both the 403(b) Plan and the SURS Self-Managed Plan, and can help you understand options under either plan. However, you do not need to be participating in either plan to attend!
SEMINARS FOR NEW TO MID CAREER EMPLOYEES OR THOSE NEWER TO INVESTING:
· Building a Portfolio For Any Weather presented by Fidelity Investments
· Getting on the Right Path with Your Workplace Savings presented by Fidelity Investments
· Retirement Planning presented by TIAA-CREF
SEMINAR FOR EMPLOYEES APPROACHING RETIREMENT:
· Your Retirement, A Personal Journey presented by TIAA-CREF
· Preparing for Retirement presented by SURS
REGISTER TODAY: Visit NESSIE at http://nessie.uihr.uillinois.edu/retirementseminar for seminar descriptions and an event schedule. Registration is required and can be completed online through this site.
These seminars are approved events under Civil Service Policy and Rules, Rule 11.12. Employees may be released from work to attend a seminar, University operations permitting, and subject to prior supervisor approval.
MORE INFORMATION and FREE 403(b) COUNSELING
Representatives from Fidelity and TIAA-CREF also have free one-on-one counseling appointments available on campus. Please visit https://nessie.uihr.uillinois.edu/cf/benefits/index.cfm?Item_ID=2854 to set up a counseling appointment.
Additional information about the University’s retirement and investment plans can be found on NESSIE at https://nessie.uihr.uillinois.edu/cf/benefits/index.cfm?Item_ID=126&rlink=1 or by contacting your campus UPB Benefits Services office: benefits@uillinois.edu, Urbana 217-333-3111, Chicago 312-996-6471, and Springfield 217-206-7144.
