MyVU

HR offers two retirement investment workshops April 15

(iStockphoto)

Vanderbilt Human Resources is partnering with Vanguard to offer two free retirement investing workshops for employees. Both sessions will be presented by Vanguard, a Vanderbilt Retirement Plan vendor.

“Grow Tax-Free with a Roth 403b” 
is scheduled for Tuesday, April 15, from 9:45 to 10:45 a.m.
 at the Monroe Carell Jr. Children’s Hospital at Vanderbilt in the Wadlington A and B conference rooms.

Roth 403b contributions are made with after-tax dollars rather than pre-tax dollars. Because the taxes are paid up front, you won’t owe taxes when you withdraw from the account later, as long as you’ve reached age 59 and a half and made your first contributions at least five years earlier.

At this session, you will learn:

  • The basics of Roth 403b accounts and how withdrawals work;
  • Who may and may not benefit from a Roth 403b;
  • How to build a portfolio that suits your financial goals and risk tolerance; and
  • How to start using a Roth 403b.

“Wise Investing” is scheduled for 
April 15 from 3:45 to 4:45 p.m. at the 
Monroe Carell Jr. Children’s Hospital at Vanderbilt in the Wadlington A and B conference rooms.

This session is suggested for those new to investing. You will learn:

  • Basic facts of mutual funds and how to select funds;
  • The main types of assets mutual funds hold: short-term reserves, bonds and stocks;
  • How to build a portfolio that suits your financial goals and risk tolerance; and
  • How to use investment guidance tools.

The workshops are open to all faculty and staff, regardless of age or participation in a retirement plan. You can attend one or both sessions, and no registration is required. Please note that space is limited and seating is on a first-come, first-seated basis.

As a reminder, Vanderbilt employees who participate in the retirement plan are eligible for free retirement counseling sessions with certified professionals. There is no cost for the sessions—free counseling is a benefit of participating in the Vanderbilt University Retirement Plan. To schedule an appointment, see the Individual Retirement Plan Counseling website.

Questions?

Contact the Employee Service Center at human.resources@vanderbilt.edu or (615) 343-7000.