|
|
|
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.
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 |
Mon, Sept. 10, 2009
9:00 AM - 5:00 PM
406 Benson
Click here to register |
Thurs., Sept. 17, 2009
9:00 AM – 5:00 PM
Benson 406
Click here to register |
Wed, Sep. 30, 2009
9:00 AM - 4:00 PM
343 Benson
Click here to register |
Tues, Sept. 11, 2009
9:00 AM - 5:00 PM
406 Benson
Click here to register |
Tues., October 13, 2009 9:00 AM – 5:00 PM
Benson 343
Click here to register |
|
Thurs., October 15, 2009
9:00 AM – 5:00 PM
406 Benson
Click here to register |
Tues., October 27, 2009 12:15 AM – 5:00 PM Benson 343
Click here to register |
|
Fri., October 16, 2009
9:00 AM – 5:00 PM
406 Benson
Click here to register |
Tues., November 3, 2009 9:00 AM – 5:00 PM
Benson 343
Click here to register |
|
Thurs., Nov. 5, 2009
9:00 AM – 5:00 PM
406 Benson
Click here to register |
|
|
Fri., Nov. 6, 2009
9:00 AM – 5:00 PM
406 Benson
Click here to register |
|
|
Thurs., Dec. 4, 2009
9:00 AM – 5:00 PM
118 Green Hall
Click here to register |
|
|
Fri., Dec. 5, 2009
9:00 AM – 5:00 PM
118 Green Hall
Click here to register |
|
|
|
Retirement Plan Websites:
TIAA/CREF
Fidelity
Schedule a Fidelity Retirement Consultation
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
|