November 2016

From Our Friends in Human Resources and Payroll

Next Steps: Plan for Your Retirement
Next Steps: Plan for Your Retirement is an all-day seminar on the Fairfax Campus that covers Social Security, Medicare, state health insurance for retirees, and information about the retirement plans (VRS, TIAA CREF, and Fidelity). Held twice each year, the fall seminar will take place on Friday, November 18, from 8:30 a.m. to 4 p.m. in Merten Hall, Room 1201.

Register online. For questions, contact

Financial Well-Being from TIAA
Bring financial education to your desktop with TIAA webinars! Sessions are scheduled through the end of 2016 and include:

  • Social Security Planning
  • Financial Planning for the LGBT Community
  • Halfway There: A Retirement Checkpoint
  • And many more!

For details, click here.

Exciting Pilot Opportunity: Helping Faculty/Staff Manage Student Loan Debt
Human Resources and Payroll is partnering with one of Mason’s retirement vendors, Fidelity Investments, on the very important topic of employee student debt. Fidelity Labs has developed a pilot Student Debt Tool for faculty and staff, which is available through November 14.

If you have not had a chance to use the tool, you could be missing out on an opportunity to learn more about your loans, repayment opportunities, and Public Service Loan Forgiveness—a program that faculty and staff who work 30 or more hours per week may be eligible to enroll in. Already checked out the Student Debt Tool? Fidelity would love to hear your feedback.

For additional information on this opportunity, visit Note: This is a voluntary program for all faculty and staff to test Fidelity’s new website and gain insights into managing student debt. There are no sales involved, and you will not be contacted by Fidelity regarding any of their other products. You do not have to be a Fidelity member to participate. For questions, contact the Benefits team at

Financial Well-Being Seminar Series Continues in November with a Session from ICMA-RC
It is important to continue saving for retirement, even when other financial needs crop up. Join Steven Scott, Certified Retirement Counselor from ICMA-RC, for Looking Ahead: Building Retirement Security, where he will address how to ensure that your future remains a priority even when life gets in the way. The seminar will discuss protecting your finances, saving for college, and other goals.

The session will be held on Thursday, November 10, at noon in Fairfax, videoconferenced to Arlington and SciTech. You do not have to be an ICMA-RC member to participate. Register online.

For more upcoming sessions and addition financial education resources, visit the Human Resources and Payroll Financial Well-Being Portal.