Virtual Retirement Savings Counseling Sessions set for December

If you’re interested in scheduling a virtual retirement consultation, Fidelity and TIAA representatives are available to meet with you in December during the following dates:

Fidelity

• Consultant: Christian Frost
• Phone/virtual appointment:
  • Call 800 642-7131, or
  • Sign up online through Fidelity’s updated scheduling site 
• Available dates:
  • Tuesday, Dec. 7
  • Monday, Dec. 20

TIAA 

• Consultant: Trey Massar
• Phone/virtual appointment:
  • Call 800 732-8353, or
  • Sign up online through TIAA appointments website
• Available dates:
  • Monday, Dec. 6
  • Monday, Dec. 20

Part time faculty who participate or would like to participate in the Chapman University Tax-Deferred Annuity 403(b) Retirement Plan are also welcome to schedule consultations with these representatives.

Additionally, here are 5 tips to boost your retirement plan savings:

1. Start Today – It’s never too late to start planning for your future!
2. Contribute to the Chapman University 403b Plan – Pre-tax and after-tax Roth contributions are available. 2021IRS limits allow you to contribute up to $19,500.
3. Employer Matching Contributions are back!! – Eligible participants can receive up to a 6% matching contribution when making an employee contribution!
4. Take advantage of the catch-up provision – Are you age 50?  In addition to the annual limit, you can contribute an additional $6,500.
5. Ask questions and Plan – Retirement planning can be intimidating, but don’t let that stop you.  TIAA and Fidelity representatives can help with a personal consultation session.

If you have any questions, contact benefits@chapman.edu.