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Retirement Education Seminars

Human Resources presents these seminars
in the Ben Franklin Room, 218 Houston Hall.

May 7, 11:30 a.m.-12:30 p.m.

TIAA-CREF--New Faculty & Staff: An overview of the University's Tax-Deferred Retirement Plan (TDR) and TIAA-CREF products and services available to Penn employees. For new or newly eligible faculty and staff and anyone who has questions regarding the University Plan

May 7, 1:30-2:30 p.m.

TIAA-CREF--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. We will discuss the major changes affecting retirement and education savings products and increased contribution limits, catch-up provisions for late savers, pension portability, tuition finance savings plans and Education IRAs.

May 8, 11:30 a.m.- 12:30 p.m.

The Vanguard Group--The Budget and Debt Management Workshop: For employees seeking more control of their finances, and covers the following topics: establishing a budget, assessing your financial worth, using and controlling credit, managing debt, saving and spending wisely.

May 8, 11:30 a.m.- 12:30 p.m.

The Vanguard Group--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.

May 10, 11:30 a.m.-- 12:30 p.m.

The Vanguard Group--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.

May 10, 1:30-2:30 p.m.

The Vanguard Group--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.

May 14, 11:30 a.m.-12:30 p.m.

TIAA-CREF--Developing an Investment Strategy: To educate participants about issues to consider when developing an investment strategy. Participants should then be able to understand the reasoning behind questions in the risk tolerance/asset allocation questionnaire and be able to answer them.

May 14, 1:30-2:30 p.m.

TIAA-CREF--Retirement Distribution Flexibilities: To educate participants about the retirement preparation process and explain 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.

Almanac, Vol. 48, No. 32, April 30, 2002


April 30, 2002
Volume 48 Number 32

School of Social Work selects three recipients for Excellence in Teaching Awards.
Robin Beck will succeed Jim O'Donnell at ISC when he leaves for Georgetown.
Virginia Clark leaves Penn for a newly created post at the Smithsonian.
Penn's Chaplain denounces hate speech.
The Bridge: Cinema De Lux comes to 40th and Walnut.
The Museum is preparing to open its new wing and courtyard to the community with several celebrations, tours and a new exhibition.
Retirement seminars for investors of all ages and at all stages of planning.
Procedures for the establishment, merger, and closing of departments, divisions and entities within schools.