UPDATED: Retirement Plan Meeting for Employees: In Person
2:00 pm
Lauren Turner of Talent & Inclusion and Mike Horan of Finance & Operations invite all employees to attend one of two upcoming meetings with WPI fiduciary investment consultants, Fiducient Advisors, who will provide an update on the WPI Retirement Plan Committee’s recent work of exploring a single record keeper model for the WPI 403b retirement plan. The record keeper is the party responsible for maintaining all records (investment statements, tax returns, retirement account summaries, etc.) related to the 403b plan for individual retirement accounts.
Currently WPI administers the 403b plan with two record keepers, TIAA and Fidelity. The presentation will provide insight into the consideration of moving from two record keepers to one.
An opportunity for Q & A will follow.
In person session
January 23, 2024
2:00 to 3:30
Olin Hall 107
Please email talent@wpi.edu with questions or feedback about this event.