Millennium Advisory Services will be on campus Tuesday, February 6th through Thursday, February 8th to meet individually with interested employees.
A group session will also be available to include a Lunch and Learn presentation on “The Features and Benefits of your Retirement Plan”.
Date: Wednesday, February 7th at 12:00 PM
Location: Stevens Student Center Event Rooms 245 -246
Reservations are required to attend the luncheon. Please RSVP here by Wednesday, January 31st.
The Presentation topics will include the following:
- Retirement plan features
- Benefits of the current plan
- Retirement plan investment menu
- Options available to help employees
Financial advisors will be available to meet with employees who are interested in the following services:
- Receiving answers to any questions pertaining to the Cedarville retirement plan
- Going through Millennium’s financial planning process offered to all employees
- Reviewing and updating a financial plan that has previously been created for you
- Retaining Millennium for professional fee-based investment management of their retirement plan account(s)
If you would like to schedule an individual appointment to discuss your TIAA retirement account or review Millennium’s financial planning process, please contact Debbie Lovings at 877-435-2489 or email dlovings@mcmva.com.
Millennium Advisory Services is a registered investment advisory firm that specializes in working with higher education institutions and their employees, providing education and advice services to retirement plan participants. In keeping with Department of Labor regulations and best practices, Cedarville has retained Millennium to provide these services to our employees.
All Cedarville employees are offered the opportunity to meet privately with an advisor to go through Millennium’s financial planning process and receive a personalized financial plan. This goal-based financial planning process is intended to help provide guidance on issues such as how much you should be saving for retirement, how your retirement account should be invested, and whether you are on track to reach your personal retirement goals.
This service is provided by Cedarville at no cost to employees. Spouses/significant others are encouraged to participate as well.
