Vanderbilt Retirement Plan

Registering for saving and retirement planning webcasts and getting on-demand advice just got easier, thanks to Fidelity Investments’ new webcast hub. Read More

If you contribute to a non-Vanderbilt University retirement plan through an outside business in which you are at least a 50 percent owner, you need to report your 2016 contributions to Human Resources by April 1. Read More

If you’re nearing retirement, R.S.V.P. today to attend a special luncheon session for Vanderbilt University employees to learn about Social Security and how it can fit into your retirement plan. Read More

Open Enrollment is right around the corner. Are you ready? Here are some “basics” to help you prepare. Read More

In a recent webcast, Fidelity hosted a Q&A with financial experts who discussed how life-changing events can get in the way of women's financial planning and offered tips for taking an active role in their finances before these events happen. Read More

NetBenefits Mobile offers multiple resources to help make sure you are on track for retirement. Read More

If you contribute to a non-Vanderbilt retirement plan through an outside business in which you are at least a 50 percent owner, you need to report your 2015 contributions to Human Resources by April 1. Read More

As a Vanderbilt employee, you can take advantage of Fidelity’s guidance consulting service at no cost, even if you aren’t currently participating in the retirement plan. Read More

Each year, the Internal Revenue Service reviews the limits for retirement plan contributions and makes necessary adjustments to reflect price and wage inflation. For the 2016 calendar year, the limits will remain as follows. Read More

On Oct. 15, Fidelity will send the government-required retirement plan participant fee disclosure to employees who are eligible to participate in the Vanderbilt University 403(b) Retirement Plan. Read More

Effective Oct. 15, Vanderbilt will require most former employees with balances less than $1,000 in the Vanderbilt University 403(b) Retirement Plan to roll their savings over to another plan or account, or take the balance as a distribution. Read More

Vanderbilt will match 3 percent of your mandatory retirement plan contribution and 2 percent of your voluntary contribution dollar for dollar once you become eligible. Read More

Vanguard Target Date Funds lower cost shares coming soon; Fidelity offers resources to help you learn about and manage retirement savings. Read More

Fidelity will soon introduce a program called “EasyEnroll” to Vanderbilt employees who are not currently making voluntary contributions to the plan and do not have future voluntary elections recorded. Read More

Are you looking for ways to improve your investment strategy? Fidelity will host several upcoming workshops on campus. Read More

Vanderbilt’s retirement plan transition is complete. You can now enjoy the convenience of managing your account in one place with more online features. Read More

Vanderbilt’s retirement plan transition is nearly complete. Soon you’ll also be able to view your transferred balance and adjust those investments, too. Read More

Beginning this week, you may begin making changes to contribution percentages and types and continue to make investment elections for future contributions online using NetBenefits or by calling the Fidelity Retirement Service Center. Read More

When designing the new retirement plan structure, Vanderbilt’s Retirement Plan Oversight Committee considered independent third-party research on how the number of investment choices affects retirement plan participation. Read More

As Vanderbilt’s retirement plan transition to the new streamlined structure nears its final stages, we want to remind you of several upcoming key dates and actions you should take to ensure your account is set up the way you want it to be. Read More