Retirement Planning

Vanderbilt University is introducing improvements to its retirement plan that aim to make saving for the future even easier. These enhancements, designed with the financial well-being of employees in mind, include an auto-advance adjustment, annual auto-enrollment and an annual increase program. 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 2023 contributions to Human Resources by April 1.  Read More

Vanderbilt community members recently received marketing materials in the mail for a Retirement Planning University event on Monday, Jan. 29, and Tuesday, Jan. 30. Strategic Wealth Investment Group LLC, a Vanderbilt Athletics sponsor, is hosting the two-night event; it is not sponsored by the university. Read More

You’ve worked hard for things that are important to you. Perhaps you’re saving for a new car or home or helping someone pay for college. In each case, your goals and needs are unique. Saving for these things is great, but investing your savings properly or with a plan can really help your money grow over time. Read More

Join Robin Fountain, public affairs specialist with Social Security Administration, as she discusses when you are eligible to receive retirement benefits, how does early retirement affect your benefits, how do you get the most from your benefit, and when should you file for Medicare. Read More

The Faculty Life Committee of the Faculty Senate will host informational workshops focused on two important topics of interest to our faculty: retirement and classroom resources. These two topics were the main areas of interest when Faculty Senators were surveyed as representatives of their faculty constituencies. 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 2022 contributions to Human Resources by April 1.  Read More

"Make the Most of Your Retirement Savings" will be held online on Wednesday, Feb. 8, from 1 to 1:30 p.m. Read More

New to saving for retirement or wanting to save more? Join Fidelity for a virtual workshop, “Get Started and Save for the Future You,” on Monday, Aug. 17, at 11 a.m. Read More

Are you saving enough to live the life you want in retirement? Not sure where to start? Join Fidelity for a complimentary online workshop, "Get Started and Save for Your Future," on Thursday, March 19, at 11 a.m. Read More

The IRS has announced retirement-plan contribution limits for the 2018 calendar year. Read More

Vanderbilt University periodically reviews the investments offered by its Retirement Plan to ensure it continues to help you meet your retirement and financial goals, and that the plan offers a variety of options to fit different risk tolerance levels. 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

Vanderbilt’s retirement plan administrator, Fidelity Investments, will offer two workshops for VU employees in September and October designed to help you more confidently manage your finances and plan for retirement. Read More

Scheduling a Fidelity on-one-on consultation just got even easier. The free sessions, available to all employees, are now being held in the Baker Building, located at 110 21st Ave. S. Read More

Two free upcoming presentations will explain Medicare and Social Security and will help you plan for your transition to retirement. Read More

Does retirement feel out of reach? It did for one Vanderbilt employee until she met one on one with a Fidelity guidance consultant. Read More

The Vanderbilt Recreation and Wellness Center will present “Making the Most of Your Retirement Savings” featuring Brandon Hall and Brock Goodwin of Fidelity Investments from noon to 1 p.m. Thursday, June 9, in Light Hall, Room 415. Read More

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

Are you getting ready to retire, or do you want to make sure you are ready when the time comes? Several upcoming free presentations and webinars will help you plan for your transition to retirement. Read More