Financial workshops offered during IAP


The Benefits Office and Fidelity Investments will host a series of workshops during IAP on campus and Lincoln Laboratory. The series covers a variety of investment and financial planning topics. More detailed information on each session can be found on the Benefits Office web page.

Understanding Your MIT Retirement Plans -- For employees who want a review of the MIT Retirement Plans, how they work and what things they need to consider for each plan.
January 19 at noon, Student Center Rm 400

Your MIT 401(k) Plan Investment Options -- offers an overview of the MIT Supplemental 401(k) Plan investment options.
January 19 at 1pm, Student Center Rm 400

How to Manage your MIT 401(k) Plan Online -- Walks participants through the information and tools available to help manage their 401(k) plan accounts.
January 12 at 11am, noon and 1pm, Professional Learning Center (Building W89)
January 27 at 9am, 10am, 11am and noon, Professional Learning Center

Seating is limited for these sessions; please call (800) 642-7131 to reserve a space.

Estate Planning: Basics of Planning for Today and Tomorrow -- For employees who want an overview of estate planning issues and considerations.
January 18 at noon, Student Center Twenty Chimneys
January 25 at 9am, Wong Auditorium (Building E51)
January 25 at 1pm, Lincoln Lab Auditorium

Qualified Retirement Plan Assets and your Estate Plan -- Reviews important issues to consider when your retirement plan balances make up a significant portion of your estate. Attendees should have a basic understanding of estate planning techniques.
January 18 at 1:30pm, Student Center Twenty Chimneys
January 25 at 10:30am, Wong Auditorium (Building E51)
January 25 at 2:30pm, Lincoln Lab Auditorium

After Contributing the Maximum to My 401(k), What Else Can I Do? -- Reviews tax-advantaged investment opportunities.
January 13 at 1pm, Student Center Twenty Chimneys
January 20 at noon, Student Center Rm 400
January 20 at 4pm, Lincoln Lab Auditorium

A version of this article appeared in MIT Tech Talk on January 12, 2000.


Topics: Campus services

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