Category: Retirement

On-Campus Meetings with TIAA Consultant

Ryan Hallowell from Teachers Insurance and Annuity Association of America (TIAA) will be available on Michigan Tech’s campus on the following dates and times for one-on-one-sessions:

  • Tuesday, September 27 – 10:00 a.m. to 4:00 p.m. | MUB Datolite Room
  • Wednesday, September 28 – 10:00 a.m. to 4:00 p.m. | MUB Superior Room
  • Thursday, September 29 – 10:00 a.m. to 4:00 p.m. | MUB Datolite Room

No matter where you are in life – just getting started or planning for retirement – a session with TIAA can help you create a plan for your goals. There is no additional cost – it’s part of your retirement plan! You’ll get answers to these questions and more:

  • Am I invested in the right mix of investments to help meet my goals?
  • Am I saving enough to create the retirement income I need?
  • How do I take income from my retirement account once I stop working?

RSVP today, as space is limited.

Register for sessions with TIAA directly (click Schedule under the Your Employer category and select Michigan Tech from the dropdown menu).
Or, register by calling 800-732-8353 on weekdays between 8:00 a.m. and 8:00 p.m.

Free Fidelity Live Webinars

Join the Benefits Office this spring for the following free, live webinars through Fidelity. You do not need to be an investor with Fidelity to participate in these webinars.

April 15 at 12:00pm (Noon): Learn the Basics of When and How to Claim Social Security
-Understand Social Security
-Considerations for claiming Social Security benefits
-Decide when to take Social Security benefits
Register for the April 15th webinar here

April 29th at 12:00pm (Noon): Prepare for the Reality of Health Care in Retirement
-Estimate retirement health care costs
-Understand available options before and after age 65
-Plan for retirement health care costs
Register for the April 29th webinar here

These webinars count toward Option 2 on your Husky Health Checklist!

Upcoming Employee Financial Health Webinars through Fidelity and TIAA

Join the Benefits Office for these upcoming, free, live webinars scheduled this spring!

March 10th at 1:00pm:  Looking to turn your retirement savings into a “paycheck” for life? 
Join TIAA Sr. Director-Miguel Shefferson as he teaches you to diversify your investment portfolio before retirement to help offset risk.  A similar strategy can help see you through retirement.  Learn how creating a diversified income plan—one that uses a combination of income sources and includes annuity income that’s guaranteed for life that can help reduce the risks you may face in retirement and ensure you have income that never runs out. 
Register for the March 10th webinar here

April 15th at 12 noon:  Learn the Basics of When and How to Claim Social Security.
-Understand Social Security
-Considerations for claiming Social Security benefits
-Decide when to take Social Security benefits
Register for the April 15th webinar here

April 29th at 12 noon:  Prepare for the Reality of Health Care in Retirement.
Estimate retirement health care costs
-Understand available options before and after age 65
-Plan for retirement health care costs
Register for the April 29th webinar here