Retirement Program

Retirement Program

The College offers a retirement plan, based on your employment status and collective bargaining agreement. The College also gives you the opportunity to meet individually with a TIAA representative (about the plan and investment funds) and/or a certified financial planner (CFP) on general financial and retirement planning at no cost to you.

403(b) Plan

403(b) Retirement Plan

LEARN MORE ABOUT THE 403(B) RETIREMENT PLAN

 

IRS Maximums

Review the maximum contributions to 403(b) plans, as set up by the IRS.

LEARN MORE ABOUT THE IRS MAXIMUMS

 

Roth Option

Pension Plan

Classified Office and Service Employees hired before December 15, 2012.

VIEW THE WELLESLEY COLLEGE PENSION PLAN

Retiree Benefits

Qualifying retirees have access to a variety of benefits from the College.

VIEW RETIREE BENEFITS

Financial Planning Resources (Prosperous You)

The College also offers the Prosperous You program to assist you with financial and retirement planning. 

LEARN MORE ABOUT PROSPEROUS YOU

Contact: Kelly Robinson | Office of Human Resources & Equal Opportunity | krobins5@wellesley.edu | 781-283-2215

Contact our Retirement Plan Administrators: 

TIAA (current fund administrator)

TIAA is the current administrator for the 403(b) Retirement Plan. You will want to become familiar with their website and the resources they offer.

To use the TIAA website or contact a Customer Service representative:

  • Go to tiaa.org/wellesleycollege
  • Call (Monday through Friday 8:00 a.m. to 10:00 p.m., Saturday 9:00 a.m. to 6:00 p.m.)
    • Main: 1-800-842-2252
    • TDD: 1-800-842-2755
    • Espanol: 1-800-842-2252, option 9

To schedule an individual counseling session with a TIAA representative:

Calvert (closed to new entrants)

If you still have retirement funds with Calvert Investments, use their website or contact a representative directly.

To use the Calvert website or contact a Customer Service representative:

  • Go to Calvert.com
  • Call (Monday through Thursday 9:00 a.m. to 5:30 p.m., Friday 9:00 a.m. to 5:00 p.m.)
    • Main: 1-800-368-2745 (press 0 to reach a representative)
    • TDD: 1-800-541-1524
    • Literature Requests: 1-800-368-2748
    • Financial Advisor Customer Service: 1-800-368-9746
  • Send an e-mail, by using the "Contact Us" link on the website
Fidelity (closed to new entrants)

If you still have retirement funds with Fidelity Investments, use their website (www.fidelity.com/atwork) or contact a representative directly at 1-800-343-0860.