Retirement
Seminars
Sessions will be held in Irvine
Auditorium, Room
G-16; no pre-registration
required. Programs for New Bolton Center and Morris Arboretum will
be scheduled at a later date.
TIAA-CREF: December
4, 11:30 a.m.-12:30 p.m.
New Faculty & Staff:
an overview of Penn's Tax-Deferred Retirement Plan (TDR) and TIAA-CREF
products and services available; for new or newly eligible faculty
and staff and anyone who has questions regarding the Plan.
TIAA-CREF: December
4, 1:30-2:30 p.m.
The New Tax Law and
Your Retirement Plans: Economic Growth and Tax Relief and Reconciliation
Act 2001: This year's tax legislation contained many provisions
that make retirement and education savings even more attractive.
The major changes affecting retirement and education savings products
and the increased contribution limits, catch-up provisions for late
savers, pension portability, tuition finance savings plans and Education
IRAs.
The Vanguard Group:
December 5, 11:30 a.m.-12:30 p.m.
The Budget and Debt
Management Workshop: for employees seeking more control of their
finances, and covers establishing a budget; assessing your financial
worth; using and controlling credit; managing debt; saving and spending
wisely.
The Vanguard Group:
December 5, 1:30-2:30 p.m.
Investments--The Basics:
for employees new to investing and covers understanding mutual funds,
identifying goals and assessing your risk tolerance, setting asset
allocation targets and staying on track, creating an investment
plan.
The Vanguard Group:
December 6, 11:30 a.m.-12:30 p.m
Investments: Beyond
the Basics: for employees who want to build a well-diversified
portfolio, and covers defining investment strategies, setting sub-asset
allocation targets, selecting active and passive investments, evaluating
mutual funds.
The Vanguard Group:
December 6, 1:30-2:30 p.m.
Retirement Distribution
Options: for faculty and staff age 50 and over who are planning
to retire and need guidance on the process, distribution options,
tax and beneficiary planning, as well as post-retirement investment
options.
TIAA-CREF: December
7, 11:30 a.m.-12:30 p.m.
Developing an Investment
Strategy: some key issues to consider when developing an investment
strategy. Afterwards, the participants should understand the reasoning
behind questions in the risk tolerance/asset allocation questionnaire
and be able to answer them.
TIAA-CREF: December
7, 1:30-2:30 p.m.
Retirement Distribution
Flexibilities: the retirement preparation process and TIAA-CREF's
income flexibilities at retirement; for participants over age 50
and in the process of planning for retirement, and looking for guidance
on selecting the most suitable retirement distributions using a
needs-based approach.
--Division of
Human Resources
Almanac, Vol. 48, No. 14, December 4, 2001
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