The Office of Benefits Administration brings two retirement planning events – “Quarterly Market Update” and “Tax Smart Investing & Establishing and Maintaining Your Estate Plan” – to campus, presented by Fidelity Investments.
“Quarterly Market Update”
Location: Student Life Center, Ballroom A & B
Time: 11:45 a.m.–12:45 p.m.
Topics covered:
– The Fidelity account options in the Vanderbilt 403(b) Retirement Plan
– The driving forces behind recent developments influencing the financial markets and the U.S. economy
– The factors affecting the performance of domestic and international equity markets
– What drives changes in bond-market interest rates and valuations
Lunch is included and reservations are required.
“Tax Smart Investing & Establishing and Maintaining Your Estate Plan”
Location: Nashville Marriott at Vanderbilt University, 2555 West End Ave.
Time: 5–7:30 p.m.
Topics covered:
– Answering questions about estate planning and the impact of taxes on your portfolio.
– Information and resources to help set a path for a successful estate plan
– Understand the impact of taxes on your portfolio
Appetizers will be served and reservations are suggested
Both events are open to all faculty and staff regardless of a Fidelity Investments relationship. RSVP by calling 800-642-7131 or register online at the Fidelity Investments website.
Review your current retirement contributions in the Vanderbilt University Retirement Plan with representatives from any of our four investment companies, including TIAA‐CREF, Vanguard, VALIC and Fidelity. Company representatives can discuss your current and future investment options and offer guidance on the best strategy to meet your retirement goals. View dates and times for on these one-on-one campus meetings on the HR website.
For information email benefits@vanderbilt.edu.