Roth Contribution Option Now Available In Retirement Plans

TIAA-CREF and Fidelity now offer a Roth contribution option in the Michigan Tech retirement plans. Employees may take advantage of more choices in retirement planning by making after-tax contributions to your retirement account.

Fidelity and TIAA-CREF will be on campus to introduce the new contribution option, explain the differences between a Roth vs. traditional pretax contributions, and discuss benefits and considerations of both. Additionally, confidential one-on-one consultations will be available by appointment.

On campus workshops and confidential one-on-one consultations are as follows.

Fidelity Investments Workshop – Designing Your Financial Roadmap / Roth Option
Tuesday, September 23, 3:00 to 4:00 p.m. in Ballroom A
Registration is available at http://getguidance.fidelity.com/ or by calling 800-642-7131.
To schedule a one-on-one consultation with Fidelity on October 7 – 9, 2014 call 800-642-7131.

TIAA-CREF Workshop – The New Roth Contribution Option
Tuesday, October 14, 12:30 – 1:30 p.m. in Alumni Lounge
Registration is not necessary.
To schedule a one-on-one consultation with TIAA-CREF on October 14 – 15 call 800-732-8353.

See Retirement for more information. To enroll in the Roth, simply complete the Supplemental Retirement Account Enrollment/Change form and send it to Benefit Services for processing.

Contact benefits@mtu.edu or at 906-487-2517 with questions.


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