Virtual Retirement Savings Counseling Sessions for July 2022

Fidelity

• Consultant: Christian Frost
• Phone/virtual appointment:
  • Call 800 642-7131, or
  • Sign up online through Fidelity’s updated scheduling site
• Available dates:
  • Tuesday, July 5
  • Wednesday, July 6
  • Monday, July 25

TIAA

• Consultant: Omar Marquez
• Phone/virtual appointment:
  • Call 800 732-8353, or
  • Sign up online through TIAA appointments website
• 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.