Presented by: CAPTRUST Financial Advisors
CAPTRUST Financial Advisors, the independent financial advisory firm that works on the UCF 403(b) retirement plan, will be conducting an onsite group meeting discussing the upcoming changes to the 403(b) plan. This session will include discussion of the new lower-cost investment options, the ability to make Roth contributions, and the managed accounts that will be available. There will also be a discussion of the personalized advice offered as part of the UCF 403(b) plan through CAPTRUST. We will look at the timeline of the transition and actions that you may need to take, especially if you were/are contributing to one of the eliminated vendors. Fidelity, TIAA, and VALIC representatives will also be in attendance to answer questions.
Live Video Webcast: http://ucf.adobeconnect.com/enhancements_403b
UCF employees can register for each session by logging into Employee Self Service (https://my.ucf.edu):
COURSE#: RET27, SESSION: 0001 (9am-10am), 0002 (11am-12pm), 0003 (2pm-3pm)
Location:UCF Human Resources - Innovative Center: Training Room *
*This event occurs on multiple dates/times. This event takes place at this location on this date.
Event runs on multiple dates (select event date for details)
|April 5, 2017, 9 a.m.||UCF Human Resources - Innovative Center: Training Room|
|April 5, 2017, 11 a.m.||UCF Human Resources - Innovative Center: Training Room|
|April 5, 2017, 2 p.m.||UCF Human Resources - Innovative Center: Training Room|