Financial Education
The Newman School 403(b) Plan
The Newman School offers a 403(b) plan to employees through TIAA. TIAA offers a wide selection of investment options and excellent online technology to help you better plan for retirement. Basic plan details are listed below and outlined in more detail in the Summary Plan Description.
Savology – Financial Wellness Platform
Organizing your finances is key to improving your financial well-being. Get started today with Savology, a web-based financial wellness platform that helps you plan and improve your financial future. Start by taking a financial assessment, and receive customized materials made just for you, with resources such as financial literacy courses and planning modules designed to help improve financial outcomes.
Savology is available as a financial wellness and financial literacy resource to all employees, whether or not you choose to participate in the retirement plan.
To enroll click the following link: Savology Home Page
Financial Guidance & Education
Contact TRG Retirement Consultants to receive education and guidance on a variety of financial topics, including:
- How much to save & pre-tax versus Roth contributions
- General investing questions
- Retirement planning questions
- Pros/cons of rollovers
- Financial Wellness (budgeting, debt management, savings priorities)
Please include your full name and The Newman School in your email: helpretire@therichardsgrp.com
