Beneficiary Updates
Take care of the ones you love; make or view your beneficiary election online. It’s important that you name beneficiaries for your retirement account with TIAA and Fidelity Investments. In the event of your death, benefits would be paid according to plan rules, which might be different from the designation you would choose. Please take a few moments today to name your beneficiaries by logging into Fidelity and/or TIAA to ensure that your benefits will be distributed according to your wishes.
TIAA
Virtual TIAA appointments can be scheduled online here or by calling 800-732-8353. James Fowler can be reached at 518-785-5903 or at james.fowler@tiaa.org.
4/21/2021
5/20/2021
6/22/2021
Fidelity
Virtual Fidelity appointments can be scheduled online at fidelity.com or by calling 1-800-642-7131 for the following dates:
4/20/2021
5/12/2021
5/20/2021
6/14/2021
6/23/2021
Medicare 101 Session
April 20, 2021
11:30 a.m.–12:30 p.m.
Relph Benefit Advisors, Colgate University’s employee benefit consultant, will be presenting on Medicare options. The presentation will include general information on Medicare such as enrolling deadlines, coverage choices, and coordination of benefits. You may wish to attend the session if you are planning to retire in the next year, you are turning age 65, or you are helping a loved one as they retire. If applicable, your spouse or domestic partner may attend as well. To attend, please complete the Google doc. Those who sign up to attend will receive an invite with a Zoom link.
Opportunity to Make 2021 Flexible Spending Account Changes
There is a special election/change period for health care and dependent care Flexible Spending Accounts (FSA), March 29–April 9, for 2021 only. Forms must be submitted by April 9. Changes take effect in the April 23 paycheck for all employees. Health Care FSA: This is the only opportunity in 2021 outside of open enrollment or a qualifying event to make any changes. Please complete the health care election form. Dependent Care FSA: To see new limits, enroll, increase, decrease, or cancel coverage, please complete the dependent care election form.