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retirement

Fidelity confidential consultations available by phone

May. 12, 2020—During this unprecedented and challenging time, Fidelity continues to serve you in ways both new and familiar. Brandon Hall and Brock Goodwin, your Fidelity retirement planners, are available to help during times of volatility.

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Vanderbilt’s 403(b) Retirement Plan: Are you saving enough?

Mar. 10, 2020—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.

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SkyVU transition necessitates temporary retirement plan contribution freeze

Nov. 17, 2017—Because of the need to convert current retirement plan contributions to Oracle Cloud, there will be a period of time when employees are unable to make changes to their retirement plan contribution percentages.

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Life Phase Series: ‘Take the First Step to Investing’ Sept. 7

Aug. 21, 2017—The Vanderbilt Recreation and Wellness Center presents “Take the First Step to Investing” with Brock Goodwin, a retirement planner with Fidelity Investments, from noon to 1 p.m. Thursday, Sept. 7, at Medical Center East, Room 8380B.

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Bell to retire from Vanderbilt Institutional Research Group July 31

Jul. 17, 2017—Roberta Bell, who has led Vanderbilt’s institutional research arm since 2003, will retire from the university July 31. As executive director of the Vanderbilt Institutional Research Group, Bell has overseen the data-gathering and analysis efforts that help inform critical campus decision-making and planning.

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Vanderbilt’s longest-serving K-9 officer sniffs out retirement

Jul. 5, 2017—Cpl. Gauge, Vanderbilt’s longest-serving K-9 officer, retired July 1 after 10 years of service to VUPD. Due to his strong work ethic, however, Gauge may have some trouble settling into retirement.

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Fidelity two-factor authentication implemented

Apr. 26, 2017—Vanderbilt’s retirement plan provider, Fidelity Investments, has added an extra layer of security to the NetBenefits website.

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New retirement plan core fund option coming in January

Dec. 21, 2016—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.

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Retirement plan voluntary contribution limits remain the same in 2017

Nov. 1, 2016—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 2017 calendar year, the voluntary limits will remain the same.

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Annual retirement plan participant fee disclosure to be distributed Oct. 12

Oct. 12, 2016—On Oct. 12, Fidelity began sending the government-required retirement plan participant fee disclosure to employees who are eligible to participate in the Vanderbilt University 403(b) Retirement Plan. You do not need to take any action. The disclosure is for your information only.

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IRS announces 2016 retirement plan contribution limits

Dec. 9, 2015—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.

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Retirement plan update for employees leaving Vanderbilt

Oct. 7, 2015—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.

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