Retirement workshops planned for June 1

As part of its comprehensive benefits program, Western Washington University is offering transition education workshops and one-on-one planning sessions with Fidelity Investments, the soon-to-be master administrator of the WWURP and VIP.

Two workshops scheduled on June 1:

In addition, Brandon Pham, a Fidelity Workplace Planning and Guidance Consultant, will be on campus offering meetings during select days in June and July. He'll be answering questions regarding:

  • Key changes to investments available in your plan
  • Consolidation of retirement accounts (if appropriate for your situation)
  • Establishment of retirement time frames and objectives
  • Allocation of your assets and diversification of your investments
  • Your annual savings goals

During these one-on-one planning sessions, it's helpful if you bring all relevant account statements and paperwork about which you have questions.

Below are the dates and times that Brandon will be available for meetings. To reserve your 45-minute appointment, please call 1-800-642-7131 or register online at www.fidelity.com/WWU.

  • June – 25, 26, 27, 28 and 29
  • July – 2, 3, 9, 10, 13, 23 and 24
  • Location: Humanities Building, Human Resources, Suite 203
  • Time: 9 a.m. to 4:30 p.m.