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Upcoming Changes to your 403b Retirement Plan

May 20, 2021
Submitted By: Jen Conley

The University of Hartford Retirement Plan Committee (“Committee”) is responsible for monitoring all aspects of the University of Hartford Retirement Plan (“Plan”). For the past 12 years, the Committee has relied on an independent regional investment advisory firm, Hooker & Holcombe Investment Advisors, Inc., to provide oversight of the Plan’s investments. Throughout this period TIAA has served as the Plan’s Record-keeper and Custodian of Plan assets.  

On July 1, 2021, two changes will be made to the plan including a change to the plan fee structure for participants as well as two fund changes. See Unotes article for additional details:  https://www.hartford.edu/unotes/2021/04/upcoming-plan-changes-for-tiaa.aspx

We are pleased to offer two Zoom calls with representatives from the University, TIAA, as well as Hooker and Holcombe to review the plan as well as the upcoming changes and answer any questions participants may have.  We will be offering two separate sessions and the content will be the same at both sessions. The meetings are planned for 30 minutes each and will be hosted by Hooker and Holcombe. 

To join the meeting, click the zoom link at the noted time. We look forward to you joining us!

Zoom sessions available:

 Wednesday, June 9, 2021 at 2 p.m. 

https://us02web.zoom.us/j/85640705818?pwd=ZVlyM2lleEZ2UHdRdXo5Y1kxb0s4Zz09

Meeting ID: 856 4070 5818

Passcode: 903772

 

One tap mobile

+19292056099,,85640705818#,,,,*903772# US (New York)

+13017158592,,85640705818#,,,,*903772# US (Washington DC)

 

Thursday, June 10, 2021 at 10 a.m.

https://us02web.zoom.us/j/83750218379?pwd=YnAwRjNlcllOUklXcWxVcmM0S29rZz09

Meeting ID: 837 5021 8379

Passcode: 927801

 

One tap mobile

+13126266799,,83750218379#,,,,*927801# US (Chicago)

+19292056099,,83750218379#,,,,*927801# US (New York)