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Deferred comp rep in Pullman Nov. 10

Deferred comp rep in Pullman Nov. 10
It is never too early to start planning for retirement. To help with part of that planning, Stacy Rundle, from the state deferred compensation program, will be in Pullman Thursday, Nov. 10, with information for employees interested in tax sheltering money for retirement.

Group sessions will be held at 8:30 a.m. and 2:30 p.m. in the Benefits Meeting Room, French Administration 230. Between sessions, employees can meet with Rundle for individual 20-minute appointments. To schedule an appointment, contact Benefit Services at 335-4589.

Those scheduling an appointment should bring their last paycheck stub and tax withholding information (W-4) for paycheck calculations on deferrals. If you are a current participant, bring your last quarterly statement.

PERS 3 retirement seminars Nov. 15
Employees who participate in PERS 3 and those considering enrolling in the plan have the opportunity to attend retirement seminars scheduled for Wednesday, Nov. 15, in the Benefit Services’ Meeting Room, French Administration 230. Register online at www.icmarc.org/pers/joining/education/investmentbasics.html and choose “Registration,” or just show up at the seminars Nov. 15. Topics and times are:

• Retirement Distribution, 9-10 a.m. Learn about making withdrawals from the defined contribution money once you separate from all PERS covered employment or officially retire from WSU. Payment of these funds may be taken under a variety of plans.

• Drop-in Sessions, 11 a.m.-2 p.m. Ask questions or bring your investment statements for review.

• Self-Directed Investment, 2-3 p.m. Learn about your choices between the two investment programs: The Washington State Investment Program and the Self-Directed Investment Program. Both include various funds representing diversified portfolios.

TIAA-CREF plans enhanced
WSU Benefit Services has partnered with TIAA-CREF to bring some exciting enhancements to the retirement and tax deferred investment plans. Participants will receive more information over the next few weeks. Additionally, a TIAA-CREF consultant will be on campus to answer questions.

Some of the improvements include:

• Access to an expanded menu of TIAA-CREF mutual funds, including a family of low-cost index funds

• Additional investment choices available through a unique series of Lifecycle Funds

• Objective advice on building a highly personalized investment portfolio

Look for more details to come.

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