Virtual Retirement Savings Counseling Sessions for July 2022

Fidelity

  • Consultant: Christian Frost
  • Phone/virtual appointment:
  • Available dates:
    • Tuesday, July 5
    • Wednesday, July 6
    • Monday, July 25

TIAA

  • Consultant: Omar Marquez
  • Phone/virtual appointment:
  • Available dates:
    • Tuesday, July 19
    • Wednesday, July 27

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 five 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. 2022 IRS limits allow you to contribute up to $20,500.
  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.

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Staci Dumoski

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