You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

Effective January 1, 2017, Harvard faculty and staff can take advantage of a new option in the Tax Deferred Annuity (TDA) Plan: the Roth option, which gives you the opportunity to invest after-tax money with the potential to withdraw earnings on a tax-free basis in retirement. Depending upon your situation, the Roth option can help you manage your taxes in retirement by providing a source of income that is not taxed.

Join representatives from the Harvard University Retirement Center (HURC) and TIAA to learn about the Roth option features, how it differs from the current traditional...

Effective January 1, 2017, Harvard faculty and staff can take advantage of a new option in the Tax Deferred Annuity (TDA) Plan: the Roth option, which gives you the opportunity to invest after-tax money with the potential to withdraw earnings on a tax-free basis in retirement. Depending upon your situation, the Roth option can help you manage your taxes in retirement by providing a source of income that is not taxed.

Join representatives from the Harvard University Retirement Center (HURC) and TIAA to learn about the Roth option features, how it differs from the current traditional...

Effective January 1, 2017, Harvard faculty and staff can take advantage of a new option in the Tax Deferred Annuity (TDA) Plan: the Roth option, which gives you the opportunity to invest after-tax money with the potential to withdraw earnings on a tax-free basis in retirement. Depending upon your situation, the Roth option can help you manage your taxes in retirement by providing a source of income that is not taxed.

Join representatives from the Harvard University Retirement Center (HURC) and TIAA to learn about the Roth option features, how it differs from the current traditional...

You may be financially ready to retire but have you thought about what you will do with the next chapter of your life and how to make the most of the opportunities available to you?

The Harvard Benefits Office is piloting a new 2 hour workshop that will help you plan for a successful transition to retirement.  Using simple pre-work questionnaires and in-class interactive exercises, we will explore the “six stages of transitioning to retirement” and what retirement means to you.  The workshop will include a panel of Harvard University retirees who will describe their...

Timeline to retirement - This webinar is intended for participants 3 to 10 years from retirement and will review the key benefits and decision points from ages 62 to 70. The webinar focuses on two federal entitlement programs, Social Security and Medicare, as well as major milestones associated with employer-sponsored retirement plans that can help participants avoid significant tax penalties on withdrawals. 

Sponsored by Vanguard, one of Harvard's retirement plan companies, and open to all Harvard faculty and staff.

Click ...

This webinar is intended for employees who are 10 to 20 years from retirement. Participants will learn how to estimate if they're on track for retirement by using an online calculator and get practical solutions for getting on track if needed.

This free webinar is presented by Vanguard, one of Harvard retirement investment companies. 

Please register online. 

Click here to register for this webinar. 

Click here to register for this webinar.