The college has amended its 403(b) plan to allow rollovers from other qualified retirement plans. If you would like to consolidate your retirement plans, we encourage you to schedule an individual appointment with Greg Tedone, a financial consultant from TIAA. Tedone will help you explore the options available for consolidating your assets. Appointments are available on the following dates:
- Wednesday, October 19, 2016
- Tuesday, October 25, 2106
- Tuesday, November 15, 2016
- Tuesday, December 6, 2016
To register, visit www.tiaa.org/schedulenow or call 800-732-8353, Monday through Friday from 8:00 a.m. to 8:00 p.m. (ET).
*Prior to rolling over, consider all your options. There are benefits to leaving your money in your prior workplace plan as well as rolling over your assets to an IRA or current employer’s plan. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features and tax treatment. Speak with a TIAA financial consultant and your tax advisor regarding your situation. Learn more at www.TIAA.org/reviewyouroptions.
Submitted by: Dawn Rotterman, benefits specialist, Human Resources