Personal Retirement Sessions
Each month, representatives from Fidelity and TIAA-CREF will be on site to meet with physicians regarding personal retirement planning. You can review your portfolio allocation, combine multiple accounts into one, and seek advice on retirement based on your needs.
Representatives will be here as follows:
|Monday||April 10th||9:00AM – 5:00PM|
|Wednesday||April 19th||9:00AM – 5:00PM|
|Monday||April 24th||9:00AM – 5:00PM|
|Wednesday||April 26th||9:00AM – 5:00PM|
To schedule a Fidelity meeting, call 1-800-642-7131 or visit www.fidelity.com/reserve.
|Wednesday||April 12th||9:00AM – 5:00PM|
|Thursday||April 27th||9:00AM – 5:00PM|
To schedule a TIAA meeting, contact firstname.lastname@example.org or call 781- 314-2422.
It is helpful if you bring all relevant statements and paperwork with you.
To change your TSA contributions: Please log into PeopleSoft and click HRMS Production > Main Menu > Self Service > eBenefits > Savings > Savings Summary and click on the TSA you would like to edit.