Resources

Plan-specific information and forms to help you make the right savings moves.

Title	Category
Take Home Pay Calculator See how your pre-tax contribution might affect your take-home pay.	Saving
Your Contribution Maximizer Use this tool to help you maximize your contributions by calculating amounts and looking at IRS limits.	Saving
Brandeis University User Guide	Document
Brandeis University Exempt Retirement Plan Summary Plan Description	Document
Brandeis University Non-Exempt Retirement Plan Summary Plan Description	Document

Plan-specific information and forms to help you make the right savings moves.

Title	Category
Budget Worksheet	Document
Don't be a Target for Cybercrime	Savings
Get Help with a Life Event	Savings
Getting, Changing, or Losing a Job	Savings
Brandeis University 457(b) Plan Highlights	Document

Plan-specific information and forms to help you make the right savings moves.

Title	Category
Required Minimum Distribution (RMD) Calculator Helps you calculate your Required Minimum Distributions for this year.	Income
The Fidelity Retirement Score^SM Get a snapshot of your retirement just by answering these six easy questions.	Retirement

Easy-to-use interactive tools to help you assess your needs and determine next steps.

Title	Category
403(b) Contribution Calculator Helps you determine the maximum elective salary deferral contribution you may make to your 403(b) plan.	Saving
457(b) Contribution Calculator Helps you determine the maximum contribution to your 457(b) plan.	Saving
Take Home Pay Calculator See how your pre-tax contribution might affect your take-home pay.	Saving
Required Minimum Distribution (RMD) Calculator Helps you calculate your Required Minimum Distributions for this year.	Income
Your Contribution Maximizer Use this tool to help you maximize your contributions by calculating amounts and looking at IRS limits.	Saving

Articles and viewpoints to help you save and invest more effectively.

Title	Category
Manage Unexpected Events and Expenses	Video
Maximize Social Security in Your Retirement Strategy	Video
Turn Your Savings Into Retirement Income	Video

Plan-specific information and forms to help you make the right savings moves.

Title	Category
Brandeis University Service Credit Form	Document
Brandeis University Exempt Fee Disclosure	Document
Brandeis University Non-Exempt Fee Disclosure	Document
Transition Guide - English	Document
Transition Guide - Spanish	Document
Fee Change Notice	Document
Brandeis University Exempt Retirement QDIA Notice	Document
Brandeis University Non-Exempt Retirement QDIA Notice	Document

Get Help

Fidelity Investments	800-642-7131