Vanderbilt Retirement Plan
-
Retirement Plan Transition: Reminder of upcoming key dates
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 MoreMar 15, 2015
-
TIAA-CREF funds handled differently during retirement plan transition
If you have existing retirement savings with TIAA-CREF, you should be aware that your investments may be handled differently during the retirement plan transition depending on the funds you hold. Read MoreMar 15, 2015
-
Retirement plan fund selection and monitoring is top priority
Vanderbilt’s new retirement plan structure offers best-in-class funds that were carefully selected and will be continuously monitored by Vanderbilt’s Retirement Plan Oversight Committee. Read MoreMar 6, 2015
-
Report contributions to outside retirement plans by April 1
Employees who contribute to a non-Vanderbilt retirement plan through outside businesses in which they are at least a 50 percent owner need to report their contributions to Human Resources by April 1. Read MoreMar 2, 2015
-
Deadline to make changes to retirement contributions before transition is March 31
Employees who want to change the percent of their salaries they contribute to Vanderbilt’s retirement plan to take effect in April should submit the appropriate forms to HR by March 31. Read MoreFeb 27, 2015
-
New retirement plan structure offers best-in-class funds independent of administrative services provider
Fidelity provides administrative services for the plan, including best-in-class mutual funds managed by multiple investment firms as selected by the Vanderbilt Retirement Plan Oversight Committee. Read MoreFeb 20, 2015
-
Retirement plan transition: What happens to annuity investments?
If you currently have annuity investments with TIAA-CREF and/or VALIC as part of your Vanderbilt retirement plan, these investments will remain with TIAA-CREF and/or VALIC unless you initiate an individual transfer of assets. Read MoreFeb 6, 2015
-
Retirement plan fund selection window is open
Active employees can now choose the funds their contributions will be directed to beginning in April when Vanderbilt transitions to its new retirement plan structure. Read MoreJan 30, 2015
-
Retirement transition workshops begin next week; webinars also available
Fidelity will hold onsite and online workshops covering the details of Vanderbilt’s new retirement plan structure and the transition process for current employees beginning Monday, Feb. 2. Read MoreJan 27, 2015
-
Learn more about VU retirement plan transition at workshops or one on one
Employees wanting to learn more about Vanderbilt’s retirement plan transition or get help with investments have several options. Read MoreJan 17, 2015
-
Self-directed brokerage account info now on retirement transition website
Vanderbilt’s new 403(b) retirement plan structure that will take effect in April includes three investment tiers that you can choose from, including a self-directed brokerage account. Read MoreJan 15, 2015
-
Retirement transition: What you can do now
Vanderbilt recently announced steps it is taking to make the retirement plan work even better for employees in 2015. Learn what you can do now to start preparing for the transition. Read MoreDec 19, 2014
-
Retirement Plan Transition Guide coming soon
The Retirement Plan Transition Guide is coming soon. Look for your copy of the guide in your mailbox, or preview it online now. Read MoreDec 12, 2014
-
Retirement plan updates make saving easier in 2015
Vanderbilt is taking steps to streamline and simplify the administration of the 403(b) retirement plan beginning in April 2015. Read MoreDec 4, 2014
-
Free retirement income planning seminar April 29
Saving for retirement is different than living in retirement. That’s why Human Resources and Fidelity Investments are offering “The Fundamentals of Retirement Income Planning,” a special seminar for Vanderbilt employees. Read MoreApr 10, 2014
-
HR offers two retirement investment workshops April 15
Vanderbilt Human Resources is partnering with Vanguard to offer two free retirement investing workshops for employees on Tuesday, April 15. Read MoreMar 27, 2014
-
Report contributions to outside retirement plans by April 1
Employees who contribute to a non-Vanderbilt retirement plan through outside businesses in which they are at least a 50 percent owner need to report their contributions to Human Resources by April 1. Read MoreMar 5, 2014
-
Social Security, Medicare focus of retirement sessions
Human Resources will sponsor two free education sessions on March 11 and 12 to help employees plan for their transition to retirement. Read MoreFeb 28, 2014
-
Free retirement counseling available to employees
(iStockphoto) Vanderbilt employees who participate in the retirement plan are eligible for free retirement counseling. As part of an ongoing service to Vanderbilt faculty and staff, Human Resources offers 30-minute sessions with the four retirement vendors: TIAA-CREF, Vanguard, VALIC and Fidelity. During the sessions, employees will meet one-on-one with… Read MoreJan 22, 2014
-
IRS announces 2014 retirement plan contribution limits
Each year, the Internal Revenue Service adjusts the limits for retirement plan contributions to reflect price and wage inflation. Read MoreDec 5, 2013