Saving for Retirement

Dartmouth College provides comprehensive retirement options to help you build your retirement savings. 

• Forms are available here.

Retirement Savings Study

Click here to view a video series of Dartmouth employees speaking about the importance of saving for retirement.

Retirement Plans

• Defined Benefit
  • For more details, you can download the Summary Plan Description.
• Defined Contribution (updated document coming soon!)
  • For more details, you can download the Summary Plan Description.
• Supplemental Retirement Account (updated document coming soon!)
  • For more details, you can download the Summary Plan Description.

Individual Financial Counseling Sessions

Representatives from Calvert, Fidelity, and TIAA-CREF are available for personal on-campus consultations.  The session schedule is available via this link. 

Beneficiary Designation Forms

• Beneficiary Form (Defined Benefit Retirement Plan Pre-Retirement)

The following beneficiary forms are available via links to the providers' Web sites. Navigation instructions are listed below.

• Beneficiary, Designation of (Calvert)
• Beneficiary, Designation of (Fidelity Investments)
  • In the drop-down menu under "Quick Links", highlight "401(a)(k) Beneficiary".
  • Click on "Display".
• Beneficiary, Designation of (TIAA-CREF)
  • Scroll down to "Adding/Changing Your Beneficiary" on the left.
  • In the "Designating Beneficiaries" box, click on "Complete Online". 

Provider Contacts

Click here for a list of health and retirement benefit provider contact information.