Washington and Lee University
Vendor: Fidelity
To schedule an appointment, go to www.fidelity.com/atwork/reservations, or call 1-800-642-7131
To create or log-in to your account, go to www.fidelity.com/atwork
To access W&L specific data on the Fidelity website go to: http://plan.fidelity.com/wlu
Phone: 1-800-343-0860
Vendor: TIAA-CREF
To schedule an appointment, call 1-800-732-8353
To access W&L specific data on the TIAA-CREF website go to: http://www1.tiaa-cref.org/tcm/wlu/
Phone: 1-800-842-2776
Certificate for Hardship Withdrawal
Conditions and Required Documentation for Hardship Withdrawal
Employer Administrative Elections - Rules for Loans
Employer Administrative Elections - Rules for Hardship Distributions
Online Enrollment Instructions
Participation Authorization and Salary Reduction Agreement Form
Statement of Investment Principles
Summary of Material Modifications (accompanies the Summary Plan Description) - January 2011
Summary of Material Modifications (accompanies the Summary Plan Description) - April 2013