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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
Wellesley College Defined Contribution Retirement Plan -
- Your Wellesley College Retirement Plan Investment Menu
- Investment Options Comparative Chart
- Wellesley College Defined Contribution Retirement Plan - Investment Options Comparative Chart
- Safe Harbor Notice
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.
CONTACTING CALVERT INVESTMENTS
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 www.Calvert.com. 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 www.Calvert.com.
Wellesley College Pension Plan for Classified Office and Service Employees - Summary of Material Modifications
HR values and respects confidentiality.