If you have a balance in TIAA Traditional Guaranteed, you also need the following form:

 

MoneyLetter Hi-Lites

June 2024 Issue

MoneyLetter Hi-Lites is a free educational guidance resource for all retirement plan participants. It will enhance your experience as you move along your MyWealth Journey. MoneyLetter Hi-Lites is an important component of Asset Strategy’s holistic approach to your overall financial health.

Weathering the Financial Storm

of a Down Market

Navigating Volatile Markets

The Basics

Dear ISEP Participant,

Thanks for visiting our dedicated micro-site for ISEP. This site is intended to provide you with a single information portal for all resources regarding your plan. Your new, open-architecture investment menu is now ready for you to invest in. These new investment choices give you more flexibility, lower fees, and potentially better performance. Your new contributions from payroll, including any employer matching, will go into these new investments, as directed by you. Your existing annuity balances at TIAA will not move automatically, so you need to complete the Cross Contract Transfer Form to complete the process. The required form is linked above.

The link to your participant website to access your 403(b) account is here:

https://auth.tiaa.org/public/authentication/securelogin

We look forward to helping you plan and prepare for retirement!

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA

Managing Director

781-235-4426 ext. 126

kaf@assetstrategy.com

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst®️ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. He has over 30 years of experience in financial planning, estate planning and investment advice. His focus at the firm includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Economics.

 

William “Bill” O’Neill, AIF®

Business Operations Manager
Financial Consultant

781-235-4426 ext. 137

wjo@assetstrategy.com

William “Bill” O’Neill, AIF® is a graduate of Merrimack College with a BS in Finance. He is an Accredited Investment Fiduciary from the Center for Fiduciary Studies. Bill’s role with Asset Strategy is Communications Manager, which draws from his 25 years of experience as a serial entrepreneur. He was previously a partner/founder in an executive search firm, owned a purpose-built construction company, and helped develop a corporate marketing and communications firm. Bill has also been an investment property investor for over 20 years.