TIAA-CREF and Fidelity Workshops (Workshops have concluded please see videos below)
This workshop outlines the important changes taking place, the necessary actions you need to make and important deadlines to remember.
This workshop has been designed to review the following topics:
*Review of the new three-tiered investment fund approach, including the selection of best-in-class investment fund options
*The impact these changes will have to your current and future contributions
*What you need to do?
* What resources that will be available to assist you through this change?
*Investment terms, including details on the difference between mutual funds and annuities
*Scheduling one-on-one sessions