W&M Featured Events
This calendar presented by
William & Mary
[PAST EVENT] VRS Deferred Compensation Plan Educational Meeting
September 8, 2011
9am - 3pm
9:00 am - First Steps to Financial Security: Provides a basic overview of financial tools such as budgeting and debt management with an emphasis on long-term planning. Appropriate for employees starting out early in their career. (Approximately 60 minutes)
10:15 am - Deferred Compensation and Cash Match Plans Overview: Provides an overview of Plan provisions, features and benefits. Appropriate for all employees that are eligible for the Deferred Compensation and Cash Match Plans. (Approximately 45 minutes)
11:15 am - Understanding Your Plan Investments: Reviews basic investment principles, provides an overview of the options available within the Plans, and an explanation of investment performance and account statements. Appropriate for all employees. (Approximately 75 minutes)
1:45 pm - Retirement Distribution Strategies: Reviews the Plans distribution options and provides information on potential taxes and penalties. Appropriate for participants
nearing retirement or retirees. (Approximately 75 minutes)
This will be presented to you by Mackenzie Moss, VRS Defined Contribution Plans representative. She can be reached at 1-877-328-5261, Option 2, extension 12 or by email at mackenzie.moss@us.ing.com. Questions are encouraged.
10:15 am - Deferred Compensation and Cash Match Plans Overview: Provides an overview of Plan provisions, features and benefits. Appropriate for all employees that are eligible for the Deferred Compensation and Cash Match Plans. (Approximately 45 minutes)
11:15 am - Understanding Your Plan Investments: Reviews basic investment principles, provides an overview of the options available within the Plans, and an explanation of investment performance and account statements. Appropriate for all employees. (Approximately 75 minutes)
1:45 pm - Retirement Distribution Strategies: Reviews the Plans distribution options and provides information on potential taxes and penalties. Appropriate for participants
nearing retirement or retirees. (Approximately 75 minutes)
This will be presented to you by Mackenzie Moss, VRS Defined Contribution Plans representative. She can be reached at 1-877-328-5261, Option 2, extension 12 or by email at mackenzie.moss@us.ing.com. Questions are encouraged.
Contact
Mackenzie Moss, VRS Defined Contribution Plans representative. She can be reached at 1-877-328-5261, Option 2, extension 12 or by email at mackenzie.moss@us.ing.com.