As we shared with you in the spring, changes in the law have led Dickinson to make some adjustments to the investment options available to employees through our retirement plan. The revised options will become effective December 1, 2014.

An all-campus retirement investment committee was established more than a year ago to review our retirement investments and ensure that we were complying with increasingly complex government regulations. After extensive study, with the help of an investment consultant, the committee recommended a streamlined investment lineup for the plan, eliminating many of the duplicative, high-fee investment products in favor of a diversified mix of best-in-class funds intended to meet the needs of the wide variety of participants.

While the new choices are designed to satisfy all types of investors, those who wish to retain their current investments may choose a brokerage account option, which provides access to thousands of additional investment options. Please note that the college only monitors the investment lineup it is making broadly available to all employees. The universe of investments available through the brokerage account option will not be monitored by the college, and investors assume all responsibility for their choices.

As a reminder, the college’s contribution to the retirement plan will stay the same, the rules governing the retirement plans will not change and we will continue to offer you a diversified portfolio so that you may chose the investments that suit your needs.

Representatives from TIAA-CREF and Fidelity will be available to explain the changes during open sessions to be held on the following days:

  • Monday, Nov. 3, in Stern Center Great Room, 9-10 a.m. and noon-1 p.m.
  • Tuesday, Nov. 4, in Althouse 106, 9-10 a.m. and 4:30-5:30 p.m.
  • Thursday, Nov. 6, in Stern Center Great Room, 9-10 a.m. and 1:30-2:30 p.m. (Facilities Management & others)
  • Friday, Nov. 7, in Stern Center Great Room, 2-3 p.m. (Dining Services & others) and 4:30-5:30 p.m.

One-on-one sessions can be scheduled on the following days, from 8 a.m. to 5 p.m., unless noted:

 
TIAA-CREF sessions
Fidelity sessions

Monday, Nov. 3

HUB 201

HUB 206

Tuesday, Nov. 4*

HUB 204

HUB 206

Thursday, Nov. 6

HUB 201

HUB 203

Friday, Nov. 7

HUB 204

HUB 206

Tuesday, Dec. 2

HUB 201

HUB 202

Wednesday, Dec 3

HUB 201  

Friday, Dec. 5

Not on campus

HUB 205

Monday, Dec. 15

HUB 203

HUB 205

Tuesday, Dec. 16

HUB 203

HUB 205

Wednesday, Jan 7

HUB 203  

Thursday, Jan 8

HUB 203  

*Nov. 4: The session will be on a break from noon until 1 p.m.

Fidelity one-on-one sessions can be scheduled by calling 800-642-7131 or by registering online at www.fidelity.com/reserve.

TIAA-CREF sessions can be scheduled by calling 1-800 732-8353  Monday through Friday between 8 a.m. – 8 p.m. (ET), or by registering online at www.tiaa-cref.org/schedulenow.


Fidelity Retirement Investment Options 2014

TIAA-CREF Retirement Investment Options 2014