Retirement Planning Resources
Retirement planning should include defining a time to retire, estimating retirement expenses including health care costs, assessing investment risk, and estate planning. Start planning for retirement early and learn more about managing investments to finance a better retirement. Retirement plans and your health care needs evolve through the years, which means investment portfolios should be rebalanced, health care costs reassessed, and estate plans updated to fit your current needs. This section contains webinars, guides, and other resources to assist you with your retirement planning. Start planning early in your career to ensure you are investing early enough to meet your specific needs for your future retirement.
SwRI WEBINAR RECORDINGS / SLIDES / HANDOUTS here
TIAA WEBINARS (Available On Demand here) (Visite TIAA.org/RecursosEducativos aquí)
OTHER RESOURCE DOCUMENTS
- Retirement Checklist
- Retirement Benefits OPP 2.3.6 (i2net OPPs) (internal)
- Retirement Plan Summary Plan Description (SPD) (internal)
- Retiree Health Care Benefits Open Enrollment Guide
SwRI RETIREMENT PLANNING CONTACTS
- Retirement Plan Office – retirementplan@swri.org
- Retiree Health Care Benefits – retireebenefits@swri.org
- Southwest Research Institute-Specific TIAA Site
- Free financial consultation with a TIAA advisor – https://tiaa.org/schedulenow or 855-728-8422