Human Resources and Payroll



DiscoverThe Retirement Connection

When it comes to financial well-being,

Take Action! 

Ask yourself:

1.  Am I participating?

2.  Am I saving enough?

3.  Am I correctly allocated?


There are people who can help you answer these questions with confidence.  Contact your retirement representative to schedule an individual appointment to go over your savings plan. 


Visit the Benefits site for information on how to schedule an appointment. 

Fidelity pre-Log in TIAA pre-Log in

Financial Well-Being Planning Resources:

Thriving Together at Mason.


Financial well-being is an important component of one's overall well-being. 


According to the Federal Reserve's "Report on the Economic Well-Being of U.S. Households in 2016", released in May 2017, "44% of adults say they either could not cover an emergency expense costing $400, or would cover it by selling something or borrowing money." This is an improvement from 2013 when 50% of adults reported they were "ill-prepared" to cover an expense of this magnitude but it still highlights the important need to have emergency funds on hand.

As part of Mason's Well-Being University initiative and to help faculty and staff at Mason have easy access to financial information and resources, HR & Payroll has teamed up with Mason's financial services providers, TIAA, Fidelity Investments, ICMA-RC and Apple Federal Credit Union as well as others with expertise to share to bring seminars and resources to campus and online.  The goal is to provide opportunities for Mason faculty and staff to increase their financial knowledge and prepare for life's expected and unexpected events.


To assist you, sessions are grouped by topic and by date below.  Additionally, there is an online section for those who would like to pursue sessions on their own timetable. Please continue to check back as we will be adding more sessions to the line up. 


For information on Mason's Well-Being University initiative, please visit  If you have questions or suggestions about financial well-being resources, please contact the Benefits Team at


Retirement Vendor Education Sites Fidelity Investments

Pre-Log In Site:  Here you can find resources for your particular stage of saving -- just starting, already enrolled, or nearing retirement.  You can learn about the various plan options offered by Fidelity and sign up for an individualized counseling session.  Additionally, you can find:

  • Resources: Click on the"Tools & Calculators tab for a range of needs including contribution calculators, estate planning, savings planning and more and select "Education" for a number of on-line classes (also listed above in the on-line sessions section)
  • Landscape for Women (Length 2:36)
  • Women and Investing


Fidelity Learning Center




Pre-Log In Site: Here you can access your account information, sign up for an individualized counseling session, learn about the various plan options, as well as find a range of helpful tools, calculators and other resources including:


TIAA's Virtual Environment online learning portal with in-depth financial education, self-paced seminars, and live webinars.



ICMA-RC (457 Deferred Compensation Plan)

Ongoing Resources



Tools & Calculators


Browse tools & calculators by topic:

  • Savings planner
  • Tax home pay calculator
  • Estate Planning Action Center and more!




Browse all their tools & calculators by topic:

  • Retirement
  • IRAs
  • Taxes
  • Saving & Investing
  • College Savings and more!



The New York Times 1% More Savings Calculator

The New York Times 31 Steps to a Financial Tuneup