- Meet in-person for a consultation to discuss and plan for your needs – right at work. It’s free.
- Meet with a Fidelity Representative.
- Set up a consultation to discuss your unique financial situation with a TIAA consultant or register for a seminar or other TIAA-sponsored community event near you.
- Consultations & Seminars.
After six months as an employee, take Western classes at a deep discount.
Wise & Well U offers various financial workshops throughout the year.
Department of Retirement Systems (DRS)
The Department of Retirement Systems offers live webinars each quarter on topics like deferred compensation program (DCP), plan choices, disability and death benefits, purchasing additional benefits, benefit payment options at retirement and many more. For those planning to retire in the next few years, “Nearing Retirement Seminars” are also available online to learn about how to apply for retirement, social security, healthcare, and VEBA.
DRS also offers videos on DCP, benefits options, retiring online, retiring from Plan 2 and 3, among others.
Fidelity’s new series, Women Talk Money, shares what may be different for women and gives clear next steps on what to do about it. Everyone can benefit from these <10-minute videos that cover growing savings, caregiving, social security, and healthcare.
For additional information, subscribe to the the Fidelity Women & Money newsletter that provides financial wellness tips, delivered to your inbox monthly. It features practical education and ‘how to’ articles on subjects like getting started with investing, conquering money stress and preparing to meet with a financial planner. Each issue also has answers to your top financial questions as well as inspiring stories of real women who have an ‘aha’ moment about their money.
Watch anytime and anywhere that’s convenient for you. Start, stop, and pick up where you left off. Go to Fidelity.com/Webcasts.
You can find a variety of topics, which include:
- Keeping your personal information safe
- Tax insights: Retirement, Education, and Residency
- Managing debt from student loans to credit cards
- Getting more out of social security
- Exploring Medicare, social security, and retirement income planning
- Making the most of investing at every life stage
- Caring for aging loved ones
- Understanding Medicare: Costs, Coverages & Questions Answered
- Don’t Let Healthcare Costs in Retirement Surprise You
Planning for diminished capacity – June 16 at 12 p.m. (ET)
Aging can change many things in a person’s life, including the ability to manage one’s
own money. You can learn about the important documents you should consider putting
in place, as well as the various options, including funding for long-term care.
Inside money: Managing income and debt – June 16 at 3 p.m. (ET)
Discover how to help make your money work harder by using your cash flow more
effectively, developing good saving habits and better managing debt.
Responsible investing: Portfolios with purpose – June 18 at 12 p.m. (ET)
Make an impact with a social choice. Did you know that responsible investing enables
investors to align their social and environmental principals with their financial goals?
Learn the factors that make an investment socially responsible, the history of RI and
ways for individuals to incorporate RI into their investment strategy.
Equally prepared: Financial planning for the LGBTQ community – June 23 at 12 p.m. (ET)
You can learn about the specific challenges faced by the LGBTQ community—both
financial and legislative, even with the U.S. Supreme Court’s marriage equality
ruling—and potential solutions to address them.
The power of saving – June 25 at 12 p.m. (ET)
Do you live in the moment, or plan for the future? This seminar offers strategies and
potential solutions when it comes to saving money. You will learn tips for managing your
finances which may help you find the freedom and confidence to pay your bills, achieve
your goals, and even save for a rainy day.
Voluntary Retirement Plans
Utilize the tax benefits of FSA/DCAP
Medical Flexible Spending Arrangement (FSA)
The Medical FSA allows you to set aside pretax money from your paycheck to pay for out-of-pocket health care costs. You cannot enroll in both a Medical FSA and a High deductible health plan with a health savings account (HSA). You can contribute a minimum amount of $240, up to a maximum annual amount of $2,700 for 2020.
Dependent Care Assistance Program
The DCAP allows you to set aside pretax money from your paycheck to help pay for qualifying child care or elder care expenses. To determine how much you want to contribute per pay period, estimate your expenses for the plan year and enroll in the DCAP for that amount. The money deducted is divided by the number of pay checks you will receive in the plan year.
DCAP contributions are limited to:
- $5,000 annually for a single person or married couple filing a joint income tax return.
- $2,500 annually for each married participant who files a separate income tax return
Note: you must re-enroll every year for FSA/DCAP during Open Enrollment, online through Navia Benefits Solutions.
For additional information, check out the following videos
- Navia Pre Tax Benefits Overview Section 125 FSA
- Medical Flexible Spending Arrangement & Dependent Care Assistance Program presented by Navia Benefits Solutions