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SAVING FOR RETIREMENT

Dartmouth College provides comprehensive retirement options to help you build your retirement savings.  It's important to start saving early and to save consistently. The more you are able to save during your working career, the greater your income during retirement.

RETIREMENT SAVINGS STUDY

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

RETIREMENT PLANS

  Defined Contribution 

°  For more details, you can download the Summary Plan Description.

•  Supplemental Retirement Account 

°  For more details, you can download the Summary Plan Description.

 Defined Benefit

°  For more details, you can download the Summary Plan Description.

•  The 457(b) Deferred Compensation Plan is an unfunded deferred compensation plan for highly compensated employees. Strict regulations apply. Please read all information carefully before enrolling in this plan.

°  For more details, you can download the Program Description.

°  You can download the Distribution Form.

INVESTMENT PROVIDER INFORMATION

•  Calvert (offering sustainable and responsible investments):

°  www.calvert.com/dartmouth

°  Information for New Hires

°  Welcome

°  Navigating Through Web Access

°  2nd Quarter (June 30, 2014) Performance Summary

•  Fidelity (nationally known investment company):

°  www.fidelity.com/atwork

°  Choosing Investments That Are Right for You

°  Getting Started With Mutual Funds

°  Overcome the Excuses and Move Forward With Your Workplace Savings

°  2nd Quarter (June 30, 2014) Performance Summary

•  TIAA-CREF (full-service financial services organization):

°  www.tiaa-cref.org/dartmouth

°  Choosing Your Investments

°  2nd Quarter (June 30, 2014) Performance Summaries

√  401(a)

√  Supplemental Retirement Account (SRA)

√  403(b)

FEE DISCLOSURE NOTIFICATIONS

  401(a) Summary of Plan Services and Costs

•  401(a) Investment Options Comparative Chart

  Supplemental Retirement Account (SRA) Summary of Plan Services and Costs

  Supplemental Retirement Account (SRA) Investment Options Comparative Chart

  403(b) Summary of Plan Services and Costs

  403(b) Investment Options Comparative Chart

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)

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

•  Beneficiary, Designation of (Calvert)

 Beneficiary, Designation of (Fidelity Investments)

°  Log in to NetBenefits.

°  Click on "Your Profile".

°  Click on "Beneficiaries".

 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.

Last Updated: 10/26/14