Category Archives: Retirement

IT IS NEVER TOO SOON TO PLAN FOR RETIREMENT!

Do you have questions about Social Security, Medicare, SMU’s Emeriti Retiree Health Program? Please plan to join Tom Clark, an experienced Social Security and Medicare consultant, and a representative from the SMU Department of Human Resources for an overview of … Continue reading

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Retirement Planning Help for Your Best Future

You work hard to build a strong financial future for yourself and your family, so we understand if the current market turmoil might have you rattled. Rest assured, we’re here to help you navigate these challenges. The road to retirement … Continue reading

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Beneficiary Designations

It is very important that you designate one or more beneficiaries for your SMU Basic Group Life Insurance and, if enrolled, your Supplemental Life and AD&D Insurance.  It is equally important to designate beneficiaries for your SMU 403(b) Retirement Plan.  … Continue reading

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SMU 403(b) Retirement Plan – NYL Rate Change

The interest rate for deposits between 01/01/2017 and 06/30/2017 is 2.10% on an annualized basis for the NYL Guaranteed Interest Account.

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Recent Market Volatility – Transamerica’s Perspective

Turn on the news or go online and it seems there are almost as many explanations and theories as there are people offering them. Transamerica feels the recent declines have been driven by numerous factors. Chief among them is what’s … Continue reading

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Retirement and Healthy Aging

The following information is provided by  Magellan Health Services, provider of SMU’s Employee Assistance Program (EAP). Prepare for an active, healthy retirement If you’re nearing retirement, do you have a well-defined plan for your retired life? Today the average American spends … Continue reading

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SMU 403(b) Retirement Plan: “10-Minute Tips” Presentation

Interested in learning more about the Southern Methodist University retirement plan? Let Transamerica provide helpful retirement planning with their 10-Minute Tips presentation! Consider their 10-Minute Tips presentations for your staff meetings and make the 10-Minute investment in your staff’s retirement future! SMU’s Transamerica … Continue reading

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Diversified is changing its name toTransamerica Retirement Solutions

On January 1st, Diversified and Transamerica Retirement Services have joined forces to better serve our clients, participants, and advisors. We are currently working to change the name on all communications to our new brand, Transamerica Retirement Soultions. Until the renaming … Continue reading

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News From SMU’s EAP Regarding AARP, Social Security, and H&R Block

Already an AARP member? If you are already an AARP member you can still take advantage of the complimentary membership and extend your membership one full year! Simply sign up through the Magellan member website at https://www.magellanhealth.com/member.  Click the AARP … Continue reading

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Live Life to the Fullest! Join AARP for One Year at No Cost to You!

AARP is the nation’s leading organization for people age 50 and older. AARP membership gives you access to a wealth of valuable information and benefits designed to help you live your best life. A membership includes:   Trusted information and … Continue reading

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