March 28, 2024

457 Deferred Compensation and Hybrid Participants

Are you participating with the 457 or ROTH Deferred Compensation or a member of Hybrid Retirement Plan (hired after 1/1/14).  If so, our ICMA-RC Representative will be in GW106 on Monday, June 13.  You may register for an individual counseling session to review your account, plan overview and discuss voluntary contributions.  To schedule your appointment visit https://accountaccess.icmarc.org/participant/events/eventRegistration.jsp?SiteId=1071397

MetLife presents Women and Investing: Planning Your Financial Journey

MetLife Representative will be in Lee Hall, Room 412 on Tuesday, May 24 at 11 a.m. to conduct a workshop on Women and Investing:  Planning Your Financial Journey. You will hear the unique financial challenges many women face, investment basics and building a balanced portfolio, and retirement saving vehicles and what they mean.  You may register at www.metlifeplansmart.com and entering company “University of Mary Washington” or by calling 703-336-1249.

Retirement Income Planning Workshop April 20

MetLife will be conducting a Retirement Income Planning workshop on Wednesday, April 20, at 10 a.m. and 11 a.m. in Lee Hall 412. You will learn how to turn assets into income and about retirement risks, retirement goals and the retirement planning process. You may register at www.metlifeplansmart.com/login.asp There is a prompt to enter your company name; please enter University of Mary Washington.

VRS Retirement Planning Seminar, Nov. 10

Are you Ready to Retire within the next five years?  UMW will be hosting a Retirement Planning Seminar for VRS Plan 1 and Plan 2 participants that are within five years of retiring on Tuesday, Nov. 10 in Lee Hall, Room 412. Sessions will take place at 10:30 a.m. and 2 p.m. Each session should last about 90 minutes. Topics discussed will include benefits payout options, when is it best to retire and your benefits after employment.

If  you are interested in attending, please RSVP by sending an email to dfrye2@umw.edu on or before Friday, Nov. 6.

Are You Ready to Retire Within 5 years?

We will be hosting a Retirement Planning Seminar for VRS Plan 1 and Plan 2 participants that are within 5 years of retiring on Tuesday, Nov. 10 in Lee Hall, Room 412. We will have two sessions, one at 10:30 a.m. and the other at 2 p.m. Each session should last about 90 minutes. We will discuss benefits payout options, when is it best to retire and your benefits after employment.

If  you are interested in attending, please RSVP by sending an email to dfrye2@umw.edu on or before Friday, Nov. 6, 2015.

TIAA CREF Offers Individual Counseling, Friday, Sept. 11

Our TIAA-CREF Representative will be in George Washington Hall, Room 106 on Friday, Sept. 1 for individual counseling sessions.

This is a free session to discuss  your account -ORP 401 or a 403(b)- or your personal financial situation with a Financial Consultant. A detailed evaluation tells you everything you need to know and what to do.  RSVP as soon as you can at www.tiaa-cref.org/schedulenow or call 1-800-732-8353.

Open Enrollment for Pre-Paid Legal Services

The Legal Resources plan provides 100% coverage for you, your spouse and dependents for the most often needed legal services, protecting you and your family from the high cost of legal fees.

Open Enrollment ends March 23, 2015. See the legal resources flyer for additional information at

http://adminfinance.umw.edu/hr/files/2015/03/legal-resources.pdf

Individual Counseling with TIAA CREF

Individual Counseling Sessions are available with our TIAA CREF Representative on Wednesday, Jan. 14 and Thursday, Jan. 15 in GW106. To schedule your individual session, you will need to RSVP by calling 1-800-732-8353. Additional information is located at http://adminfinance.umw.edu/hr/files/2014/12/UMW-flyer.pdf

TIAA CREF Individual Counseling, Dec. 17

Sign up today for an individual counseling session with our TIAA CREF Representative on Wednesday, Dec. 17. Register at www.tiaa-cref.org/schedulenow or call 1-800-732-5353.  For additional information, visit: http://adminfinance.umw.edu/hr/files/2014/12/TIAA-CREF.pdf

DEADLINE for Special Open Enrollment for Same Sex Marriage

If you were married prior to Oct. 6, 2014, and would like to enroll your same sex spouse onto your health insurance plan, you have until close of business Thursday, Dec. 4, 2014 to make the request.  Additional Information at adminfinance.umw.edu/hr/benefits/health-benefits-open-enrollment