NEW ROTH 403(B) RETIREMENT CONTRIBUTION OPTIONS
On March 1, 2012, DePauw University will be offering a Roth contribution option to your existing 403(b) workplace retirement plan. At this time the Roth 403(b) option will be offered with TIAA-CREF and Fidelity Investments only. We will have information sessions on February 23rd, presented by each of the vendors. See below for the place and times. Check out the sidebar for a fact sheet.
Who might benefit from a Roth 403(b)?
A Roth 403(b) could be a good option for:
• Younger employees who have a longer retirement horizon
and more time to accumulate tax-free earnings
• Highly compensated individuals who aren’t eligible for
Roth IRAs, but who want a pool of tax-free money to
draw on in retirement
• Employees who want to leave tax-free money to their heirs
Want to learn more?
Please attend one of the sessions on February 23rd in Peeler Art Center Auditorium for more information about the option.
Fidelity Investment Sessions: TIAA-CREF Sessions:
9:00 a.m. to 9:45 a.m. 1:00 p.m. to 1:45 p.m.
10:00 a.m. to 10:45 a.m. 2:00 p.m. to 2:45 p.m.
11:00 a.m. to 11:45 a.m. 4:15 p.m. to 5:00 p.m.