2017 Financial Wellness Series: WEBINAR - UCF 403(b) Changes Overview & Transition Assistance (UCF Employees Only)
Presented by: CAPTRUST
CAPTRUST Financial Advisors, the independent financial advisory firm that works on the UCF 403(b) retirement plan, will be hosting a webinar to discuss 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. To register for this webinar, visit the UCF 403(b) Enhancements website (https://hr.ucf.edu/ucf-403b-plan-changes/ ) and click on ‘Register Here’ for the appropriate webinar.