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Retirement Information
Retirement Planning Consultations are an important service that is available to all Wake Forest University employees.
Individual retirement planning consultations are specifically intended to provide assistance for our faculty and staff who are currently participating or interested in Fidelity, TIAA-CREF or Vanguard services to achieve retirement and other financial goals.
The following dates have been reserved for individual counseling sessions during the months of July through December. To schedule an appointment with a retirement counselor, please call the number listed for each vendor or visit the website from the links below.
TIAA-CREF
1-800-842-2003
ext 3522 |
Fidelity
1-800-642-7131
select prompt 1 |
Vanguard
1-800-523-1188 |
No sessions
curerntly scheduled
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Wed, July 9, 2008
9:00 AM - 5:00 PM
343 Benson
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Tue, Sep. 9, 2008
9:00 AM - 5:00 PM
343 Benson |
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Thurs, Sep. 11, 2008
9:00 AM - 5:00 PM
406 Benson
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Tue, Oct. 7, 2008
9:00 AM - 5:00 PM
343 Benson |
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Tue, Sep. 30, 2008
9:00 AM - 5:00 PM
343 Benson
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Tue, Oct. 14, 2008
9:00 AM - 5:00 PM
344F Benson
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Wed, Oct. 15, 2008
9:00 AM - 5:00 PM
343 Benson
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Tue, Nov. 11, 2008
9:00 AM - 5:00 pm
343 Benson
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Wed, Nov. 12, 2008
9:00 AM - 5:00 pm
343 Benson |
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Tue, Dec. 16, 2008
9:00 AM - 5:00 pm
343 Benson |
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Retirement Plan Websites:
TIAA/CREF
Fidelity
Schedule a Fidelity Retirement Consultation
Announcement (Jan/08) - Fidelity re-opens Magellan Fund
Funds Available (varies by RA and SRA)
Vanguard
Schedule a Vanguard Retirement Consultation
Compute Your Own Social Security Benefit Estimate
FAQ About Tax-Deferred Annuity (TDA) Calculations
The information below is intended to help the reader better manage his/her retirement funds.
Morningstar Newsletters
Each month, Morningstar publishes a newsletter with feature articles about investing, as well as mutual fund ratings. Morningstar Newsletters are maintained on file in Human Resources and are available for anyone who wishes to read them. For more information, please contact HR via email (askHR@wfu.edu) or by telephone at 758-4700.
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