Benefits

6/5/2025

Reminder: Sign Up for CAPTRUST Webinar on June 12

This is a reminder that CAPTRUST Financial Advisors, the independent advisory firm that provides investment advice to FGCU’s retirement plan committee and plan participants, is hosting a webinar from noon to 1 p.m. June 12. The webinar, “Measuring Progress,” is designed to help participants determine if they are on the right track to hitting their financial goals. Register online for the webinar.

The CAPTRUST Advice Desk is also available to schedule one-on-one appointments by visiting www.captrustatwork.com.

CAPTRUST services are available to all FGCU employees as a benefit. CAPTRUST’s role is not to sell you anything, but to help you make sound investment decisions.

If you have additional questions, contact the FGCU Benefits Team at benefitsandwellness@fgcu.edu.

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5/27/2025

Meeting Your Financial Goals? Attend June 12 Webinar with CAPTRUST 

CAPTRUST Financial Advisors, the independent advisory firm that provides investment advice to FGCU’s retirement plan committee and plan participants, is hosting a webinar from noon to 1 p.m. on June 12. The webinar, “Measuring Progress,” is designed to help participants determine if they are on the right track to hitting their financial goals.

Register online for the webinar.

The CAPTRUST Advice Desk is also available to schedule one-on-one appointments by visiting www.captrustatwork.com.

CAPTRUST services are available to all FGCU employees as a benefit. CAPTRUST’s role is not to sell you anything, but to help you make sound investment decisions.

If you have additional questions, contact the FGCU Benefits Team at benefitsandwellness@fgcu.edu.

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4/11/2025

Retirement Planning? Book On-campus Meeting with TIAA Financial Advisor April 22-24

TIAA, the investment provider company for FGCU’s 403(b) Voluntary Retirement Plan, will be on campus April 22-24. Through individual, hour-long advisory appointments, FGCU employees can discuss their current retirement elections and plan for the future.

Appointments are required and can be made for the following dates:

• April 22 | 8 a.m. to 4 p.m. at Reed Hall, Room 223
• April 23 | 8 a.m. to 4 p.m. at Reed Hall, Room 223
• April 24 | 8 a.m. to 4 p.m. at Reed Hall, Room 223

Please register by April 20.

To schedule a one-on-one appointment with a TIAA financial advisor, follow the steps below:

1. Visit TIAA.org/schedulenow or call 800-732-8353
2. If you have a TIAA account, log in with your user ID and password
3. If you do not have a TIAA account, select “Register for Guest Access”
4. Enter institution: Florida Gulf Coast University
5. State of residence: Florida
6. Select meeting topic:

• Other financial guidance
• Discuss retirement income
• Discuss retirement savings or investments
• Rollover assets into a TIAA account

7. TIAA Consultant – Kimya Kamran
8. In-person at “My Employer”
9. Location: State University System of Florida | Florida Gulf Coast University
10. Select date and time
11. Enter contact information and confirm

If you have additional questions, contact the FGCU Benefits Team at benefitsandwellness@fgcu.edu.

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4/10/2025

Retirement Planning? Book an On-campus Meeting with CAPTRUST Financial Advisor April 22-23

CAPTRUST financial advisors, the independent advisory firm that provides investment advice to FGCU’s retirement plan committee and plan participants, will be on campus April 22-23. Through individual, 45-minute advisory appointments, FGCU employees can discuss retirement, general financial planning, investment education and advice. Employees may also create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool.

Appointments are required and can be made on the following dates:

• April 22 | 8 a.m. to 4 p.m. at Lutgert Hall, Room 3335
• April 23 | 8 a.m. to 4 p.m. at Lutgert Hall, Room 3335

To schedule a one-on-one appointment with a CAPTRUST financial advisor, follow the steps below:

1. Click here or call 800-967-9948
2. Select “Florida Gulf Coast University 1:1’s – Fort Myers, FL” and then click “Continue” at the bottom.
3. Choose the 45-minute session you wish to attend.
4. Enter your information and click “Schedule It.” A confirmation email will be sent immediately.
5. A reminder email will also be sent 24 hours in advance of the meeting.
6. If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.

To prepare for your session, please make sure you have the information you want to include in your Blueprint calculations, such as retirement account balances and current contributions to retirement accounts. You will also want to bring your login information for your retirement accounts.

If you cannot attend an on-site session, the CAPTRUST advice desk is also available. Appointments can be made by visiting www.captrustadvice.com.

CAPTRUST services are available to all FGCU employees as a benefit. CAPTRUST’s role is not to sell you anything, but to help you make sound investment decisions.

If you have additional questions, contact the FGCU Benefits Team at benefitsandwellness@fgcu.edu.

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1/7/2025

Retirement Planning? Book an On-campus Meeting with TIAA Financial Advisor

FGCU is pleased to announce TIAA, the investment provider company for FGCU’s 403(b) Voluntary Retirement Plan, will be on campus January 15-17. A TIAA financial advisor will be hosting individual, hour-long advisory appointments at the Wilson G. Bradshaw Library, Room 431, giving employees the opportunity to discuss their current retirement elections and plan for the future.

Appointments can be made on the following dates:

• January 15 | 8 a.m. – 5 p.m.
• January 16 | 8 a.m. – 5 p.m.
• January 17 | 8 a.m. – 5 p.m.

Appointments are required. Please register by January 13.

To schedule a one-on-one appointment with a TIAA financial advisor, follow the steps below: 

1. Visit TIAA.org/schedulenow or call 800-732-8353
2. If you have a TIAA account, log in with your user ID and password
3. If you do not have a TIAA account, select “Register for Guest Access”
4. Enter institution: Florida Gulf Coast University
5. State of residence: Florida
6. Select meeting topic:

·         Other financial guidance

·         Discuss retirement income

·         Discuss retirement savings or investments

·         Rollover assets into a TIAA account

·         TIAA Consultant – Kimya Kamran

·         In-person at “My Employer”

·         Location: State University System of Florida | Florida Gulf Coast University

·         Select date and time

·         Enter contact information and confirm

If you have additional questions, contact the FGCU Benefits Team at benefitsandwellness@fgcu.edu.

10/30/2024

Open Enrollment for State-Sponsored Health and Welfare Plans ends this Friday, November 1^st.

During Open Enrollment, employees have the opportunity to review State Benefit Plan options and make changes for the 2025 plan year.

Changes made during Open Enrollment take effect on January 1, 2025.

FGCU Benefits Information Sessions

The FGCU Benefits department will be hosting a virtual Information Session tomorrow to discuss 2025 plan changes and the People First enrollment process.

To attend a virtual session, please click on the Teams link below.

Date	Time	Location
Thursday, October 31st	3:00 PM – 4:00 PM	Virtual via TEAMS

A few important details for the 2025 plan year:

• Aflac Personal Care Indemnity benefit has increased.
• Cigna Health benefit has increased.
• Rates for Medicare Advantage Plans (MA-PD) for Retirees has increased.
• Medicare for Disability Program has been implemented through Public Consulting Group (PCG).
• Continued Benefits – Weight Management Program and Diabetes Management Program.

Applications for the Weight Management Program and Diabetes Management Program are open now through November 17^th.

For more information or to apply for the programs, please visit the links below:

• Weight Management Program
• Diabetes Management Program

For more information on Open Enrollment, please click here.

The 2025 State Benefit YouTube page is live. To view a recorded webinar, please click here.

For questions or enrollment assistance, please contact the People First Service Center at 866-663-4735 or the FGCU Benefits department at benefitsandwellness@fgcu.edu.