TSS - Retirement Planning - Documents to Review

Retirement Planning - Documents to Review

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First Published  :Mon Dec 01 19:14:29 GMT 2014
Last Modified  :Tue Dec 05 17:34:42 GMT 2017
Last Published  :Tue Dec 05 17:34:42 GMT 2017
Summary :  Reference for benefits eligible employees who have inquiries about retirement planning or are interested in pre-retirement consultations. Audience: Benefits Eligible Employees

Response

Primary Information

    Retirement Planning Seminar and Other Key Information

    First, review the Retiree Benefit Action Plan Checklist information on AccessTufts.

    Tufts University offers Retirement Planning Seminars throughout the year in order for benefits eligible employees to adequately prepare for their retirement plans. We suggest you read all of the Retirement Pre-Planning information available on AccessTufts.

    First, you are eligible for Retiree Health under the following circumstances:

    >    You are at least age 60 and have 5 or more years of service with Tufts University; or
    >    Your age plus years of service with Tufts University equals at least 75 and
    >    You (and your eligible dependents) have been enrolled in a Tufts University health plan for the 12 months prior to your retirement date.
    >      We suggest that you read all of the information about Changes to Your Benefits upon Retirement contained on the AccessTufts site
     
    It is also recommended to view the Retiree Information Letter and Retiree Benefit Action Plan Checklist, located below in the Related Links section of this page.
     
    Pre-Retirement Financial consultations are available through the following vendors below.
      
    Vendor Contact Information:
     
    Fidelity Investments
    http://www.fidelity.com/atwork
    1-800-343-0860

    Please click here for details regarding the Fidelity Fee Structuring

    TIAA
    http://enroll.tiaa.org/tufts/(enrollment)
    http://www.tiaa.org/(all other information)
    1-800-842-2776
    One-on-One Consultations: 1-800-732-8353

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Keywords

    Retiring, Medicare, Social Security, Retiree Medical and Dental, Retiree Health and Dental, Pre-retirement, retirement planning, seminar, Fidelity, TIAA, retirement checklist, retiree benefits information letter