2016 New Employee Orientation
All orientations will be held in Conference Room 308, unless otherwise noted. Please note that all orientations are subject to change.
Please contact Linda McDonough (ext. 7.5168) to verify Orientation times.
Retirement Planning Sessions
Barbara Jean Conneely, Benefits Manager for the Human Resources Office, will be conducting information sessions to discuss retirement planning from UMass Boston. Group discussions will cover State Retirement Applications, GIC/Medicare options and other retirement information for UMass Boston retirees. These sessions are most beneficial for those who are considering retirement within the next two years*.
Group discussions will take place in the Quinn Administration Building, 3rd Floor, Room 308.
July 11, 2016 at 1:00 pm
August 9, 2016 at 1:00 pm
September 7, 2016 at 1:00 pm
October 4, 2016 at 9:00 am
November 7, 2016 at 1:00 pm
December 6, 2016 at 9:00 am
Please send an email to Barbara Jean Conneely to sign up for one of the sessions or if you have any questions.
*We would suggest calling the State Retirement Board at 617.367.7770, asking for a retirement counselor and requesting a retirement estimate to be mailed to your home address before attending one of the group discussions.
UMass 403(b) Elective Deferral Savings Plan
To start or change a biweekly contribution amount with the University of Massachusetts 403(b) Elective Deferral Savings Plan:
You will need to register with your full name, date of birth and the last 4 digits of your social security number at www.netbenefits.com/umass. If required, the University’s Plan number is 50266. Once registered you will be able to start biweekly payroll deductions and choose an investment lineup. You may also contact your local Fidelity Representative, Michael Fraser, at 603-305-5590 or email@example.com, for a one-on-one appointment and consultation.
Commonwealth of Massachusetts 457(b) Deferred Compensation Plan (SMART Plan)
To start or change a biweekly contribution amount:
Visit www.mass-smart.com or call 877-457-1900 for more information on the 457(b) SMART Plan. You may also contact your local SMART Plan Representative, Marianne Cole, at Marianne.firstname.lastname@example.org or direct line 339-788-4621.
For more information, please contact:
One-on- one in person appointments with Fidelity
July 15 8:00 am to 12:00 pm CC, 1st floor, room 1215
August 1 8:00 am to 12:00 pm CC 1st floor, room 1215
Financial Sessions, Credit Union(s) and MetLife
The Department of Human Resources is pleased to announce that representatives from various benefit providers are back on campus to meet with you for your convenience. We will have tables setup in the Campus Center, 2nd Floor, Terrace on the following dates and times. If you would like to meet with one of the representatives from MetLife, Fidelity, Valic, Empower or Metro Credit please contact them to ensure that they will be on campus on the date and time listed below.
On the Terrace - from 12:00 – 2:00 pm
July 12, 2016
August 3, 2016
September 21, 2016
October 12, 2016
November 9, 2016
December 13, 2016
Schedule One-on-One Appointments
Vendors are also available for private one-on-one sessions. All scheduled one-on-one sessions will take place in the Campus Center, 2nd Floor, Room 2540 unless otherwise noted next to the date. To schedule a session, please contact the representative directly. Their contact information is listed below.
MetLife Auto and Home
Cory Morrocco can be reached via email or by phone at 508.372.9536.
Metro Credit Union
Janine Brady can be reached by email or by calling the MCU's main number (877.696.3876). You can also visit the Metro Credit Union website.
You may schedule an appointment by calling 1.800.642.7131 or by emailing Diana Valsky.
Mary Cerone can be reached at 781.314.2402
Clinton Hyland can be reached via email or at 800-892-5558 ext. 87094.
Marianne Cole can be reached via email or at 339-788-4621.