As you may have seen in a mailing to your home, the Lawrence Retirement Readiness Plan is transitioning to the WAICU Retirement Readiness Plan.
Transamerica will be onsite hosting both group and one on one meetings May 21 – 24 (see schedule below). To learn more about Transamerica and how they can help you improve your overall well-being as you plan and invest for retirement, please attend one of the upcoming group meetings. Representatives from Transamerica will also be available to meet with you individually and answer any questions you may have regarding the transition as well as about rolling over funds from an account other than the Lawrence University Retirement Readiness Plan (those funds will automatically transition).
To schedule a one-on-one appointment:
- Visit waicu403b.trsretire.com (you do not need to login)
- Select “Schedule an Appointment”
- In the “Show Locations Near” box type in Appleton, WI
- Choose “A – WAICU – Lawrence University” as the location
- Select One-on-One, 30 minutes
- Select an available time
There is no need to RSVP for the group meetings.
