TIAA-CREF Retirement

Social Security Agency Resumes Mailing Social Security Statements

Prosperous You - retirement resources. Working together for your financial wellness.

The IRS maximum you can contribute to your Voluntary Account

For 2015, IRS maximum contribution limit that plan participants are allowed to voluntarily contribute is $18,000. The maximum for participants age 50 and over in 2015 is $24,000. 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

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. 

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.






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

Annual Funding Notice

Fee Disclosure 404(a) Notice

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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