TIAA-CREF Retirement


Description: the recording of the TIAA-CREF Webinar  Socially Responsible Investing: Aligning values and performance


Social Security Agency Resumes Mailing Social Security Statements

New 2013 - 2014 Prosperous You Programs


Wednesdya September 10, 2014; 12:30 - 1:30pm in the Alumnae Ballroom. RSVP to or call x3289.

Hear Dan Morris, Global Investment Strategist for TIAA-CREF, present insights into our economic outlook and demystify many of the financial and economic topics covered in the news every day.

Dan Morris is a managing director and Global Investment Strategist for TIAA-CREF. Prior to joining TIAA-CREF in 2013, Mr. Morris worked in London as a Global Market Strategist at J.P. Morgan Asset Management, and before that as the Senior Equity Strategist for Lombard Street Research. Previously, he was part of the Institutional Investor-ranked portfolio strategy team at Bank of America Securities in New York. Mr. Morris began his career covering Latin American equity markets at BT Alex Brown and Dresdner Kleinwort Benson.

Dan holds an MBA from the Wharton School and a Master's in International Relations from Johns Hopkins' School of Advanced International Studies (SAIS). His undergraduate degree is in Mathematics from Pomona College, and he is a CFA charter holder. Dan is a frequent guest on CNBC, Bloomberg, and other financial networks, and is widely quoted in the press.

TIAA-CREF will provide lunch for all attendees.


Prosperous You - a retirement resource. Working together for your financial wellness.

The IRS maximum you can contribute to your Voluntary Account in 2014

The IRS maximum contribution limit that plan participants are allowed to voluntarily contribute to the Tax Deferred Account for the 2014 calendar year has not changed. The general maximum is $17,500. The maximum for participants age 50 and over in 2013 is $23,000. To take advantage of the maximum you must complete a Salary Reduction Agreement form available below and return it to the HR office. 


One-on-one independent, certified financial planners (CFP) come to campus to provide investment education

  Confidence and competence are key ingredients to a prosperous future. Be coached by experts. The College is picking up the tab. Choose a Prosperity coach! You will learn when you can afford to retire. No more guess work related to retirement income and expenses.The CFPs will provide investment education, not investment advice. The College is providing this investment education resource to help equip employees with as much information as possible about their own retirement planning. Retirement planning is complicated. This resource provides general financial and investment information base on your individual retirement needs, and is intended to help you make better retirement-related decisions for you and your family. These CFPs are not tied to a fund house, their compensation is not based on the fund decision you make. They are paid an hourly rate by the College, through the 403(b) Retirement Plan. Learn more, or make an appointment by calling the benefits office at x2212 or x2215
Audience: Actives employees and spouses/partners
Location: Private office in HR Green Hall


Retirement Benefits from the College - Faculty

Retirement Benefits from the College - Administration and Union Employees

In mid June 2013, the Social Security Administration (SSA) rolled out the "my Social Security" helpdesk

Once you have created a user name and password, you will have access to your information at Social Security and can change email address and mailing address, as well as direct deposit instructions. Your password will expire on January 1, 2014, for security reasons, but it is easy to change the password at any time.The My Home section tells you what you are receiving, how much your benefit is,  and when your next check will be deposited.

The Help Center page has useful Frequently Asked Questions, where you can learn how to replace your Social Security Card, make name changes, or even apply for SSI. There is a “Contact Us” function, if you have questions. The section on Retirement explains such things as what happens to your Social Security if you are working while receiving benefits and discusses survivor or spousal benefits. The Disability section describes how to apply for disability payments and discusses working while disabled, if you need that information.

The Security Settings link permits you to change the “security” questions and answers you may be asked for to verify that you are who you say you are.

Even with no changes and no questions, you may find other information on this site useful and interesting.

Go to where you can sign in or create an account.


Participant Disclosure information about plan expenses mailed to homes

Wellesley College Defined Contribution Retirement Plan - 

Medicare - a great resource

Society of Actuaries

The Committee on Post Retirement Needs and Risks recently completed a landmark effort examining the major decisions encountered in retirement. Drawing upon the expertise of prominent retirement professionals, the result is a thought-provoking series of 11 issue briefs written in everyday language. The briefs tackle a variety of retirement decisions with practical considerations and advice.

Read about the Managing Retirement Series here.


A new website that makes participants more confident

A brighter financial future is within reach for all of our participants. That's why this spring we will be launching My TIAA-CREF, the enhanced site at It's designed to help participants play a more active role in managing, monitoring and learning about their financial plans.To reach TIAA-CREF for assistance, please call 1-800-842-2776. 

New site features:

  • A customizable investment picture - enhanced visual aids provide participants a look at their TIAA-CREF portfolio in variety of formats.
  • Retirement Advisor - TIAA-CREF’s online advice provides personalized investment advice on retirement accounts.  This analysis system will help you create a diversified portfolio based on your projected earnings potential and timeline to your retirement date.
  • Retirement Income Planner - TIAA CREF’s income illustration tool, which helps those nearing or in retirement develop a plan to generate income by exploring multiple income options
  • 360 Financial View - participants have the ability to link non-TIAA-CREF accounts.
  • Informational Videos - quick, detailed video demos help participants get the most out of the site.

View the overview video now to see some of the new features in action. New advice tools will be added shortly after My TIAA-CREF launches. These improvements should continue to help empower participants to remain informed, confident investors.



Following a comprehensive review of the College's current plan by the Retirement Plans Investment Committee, which includes members of Wellesley's Investment Office, we have improved the quality of the plan's investment options in the fall of 2011. These changes benefit participants and enable Wellesley College to comply with the new 403(b) plan regulations and our fiduciary responsibilities.

What stayed the same?
The design of the Retirement Plan did not change. Contribution rates, eligibility requirements, and all other aspects of the plan's design remained the same. You were not required to take any action as a result of the new Investment Menu. However, this was an opportunity to re-evaluate your retirement strategy.

We have consolidated to one Retirement Plan Vendor, TIAA-CREF and updated the investment menu
The new Investment Menu reflects a more focused set of "best-in-class" funds with a broad range of investment choices. TIAA-CREF offers the ability to invest with companies not available in the past such as Vanguard, Templeton, and Oakmark. The move to a single vendor is important because it saves on fees charged to the retirement accounts, and it allows for a more streamlined review of fund and vendor performance.




Upcoming Individual Counseling Sessions:

to be announced

To schedule your individual counseling session
call Mary Cerone at 781-314-2402.

What's more important than a comfortable retirement? What can you do to get yourself there and keep your retirement income at the level you need?

Start with sound, objective financial advice from our highly trained consultants. They can help you answer these questions:

  • Am I on the right track to my retirement goals?
  • What asset allocation mix and investment strategy is best for me?



By telephone:

Client Customer Service: 800.368.2745 (press 0 to reach a representative)

Literature Requests: 800.368.2748

Financial Advisor Customer Service: 800.368.2746

Telecommunications Device for the Deaf: (TDD) 800.541.1524

Representatives are available to assist you 9:00 a.m. to 5:30 p.m. Eastern time Monday through Thursday and until 5:00 p.m. on Fridays.


Via website: Visit us online at To directly access your Calvert acount(s) online, log into your account(s) by selecting the "Login/Register" tab on our homepage. 

By e-mail: Send an e-mail to us by using the "Contact Us" link on


Wellesley College Pension Plan for Classified Office and Service Employees - Annual Funding

Fee Disclosure 404(a) Notice for 2014

Notice 2012 and Cover Letter

Wellesley College Pension Plan for Classified Office and Service Employees - Summary Plan Description

HR values and respects confidentiality.

Of Interest

Contact Us

Human Resources Office

Green Hall, Room 136
Wellesley College
106 Central Street
Wellesley, MA 02481

Phone: 781.283.3202
Fax: 781.283.3663




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Leadership Program