Deferred Comp NYCE IRA Financial Wellness Account Access

FINANCIAL WELLNESS CENTER

Financial Wellness Webinars

The New York City Deferred Compensation Plan is pleased to offer webinars to Plan participants and employees.

Participants register online, receive a reminder email when the event date gets closer and attend the webinar using a compatible computer or mobile device.

Webinars will be presented by the Plan’s Certified Financial Planner™ professionals who are salaried and do not work on commission or sell any products.

All webinars are one-hour in length and FREE to attend. Webinar topics include Distribution Planning, Retirement Planning, Social Security & Medicare, Estate Planning and more.

View the complete list of upcoming webinars and register below.

May 2024 Calendar

View the May 2024 Financial Wellness Webinar/Seminar calendar (PDF)

April 2024 Calendar

View the April 2024 Financial Wellness Webinar/Seminar calendar (PDF)

Estate Planning

Learn about the different forms of property ownership, and how assets are transferred to ensure that they reach your intended beneficiaries.

Monday May 6, 2024 10:00am: Register
Thursday May 16, 2024 2:00pm: Register
Friday May, 24, 2024 11:00am: Register
Tuesday May 28, 3:00pm: Register

Eldercare

Learn about the emotional and practical considerations essential for developing a care plan for you or an elderly relative.

Thursday April 25, 2024 10:00am: Register
Tuesday April 30, 2024 3:00pm: Register

Friday May 24, 2024 3:00pm: Register

College Planning

Learn about the various college savings vehicles and the financial aid process.

Tuesday May 7, 2024 3:00pm: Register
Friday May 31, 2024 11:00am: Register

Distribution Planning

Learn how to manage the risks retirees face and how to develop an action plan. The Plan’s distribution options will be highlighted.

Tuesday April 23, 2024 3:00pm: Register

Friday May 3, 2024 11:00am: Register
Tuesday May 14, 2024 5:15pm: Register
Thursday May 23, 2024 10:00am: Register

Diversified Investing

Learn about types of investments, the benefits of diversification and how to avoid common investment traps.

Thursday April 25, 2024 5:15pm: Register
Monday April 29, 2024 2:00pm: Register

Thursday May 9, 2024 10:00am: Register
Tuesday May 14, 2024 11:00am: Register
Monday May 20, 2024 2:00pm: Register

NYCE IRA

Learn about the New York City Employee (NYCE) Individual Retirement Account. The NYCE IRA includes both a Traditional IRA and a Roth IRA for the exclusive benefit of current and former NYC employees and their spouses. Understand how the NYCE IRA can be used for consolidation, estate planning, rollovers, and conversions.

Thursday May 2, 2024 10:00am: Register
Monday May 13, 2024 10:00am: Register
Thursday May 30, 2024 5:15pm: Register

Retirement Planning

Understand the importance of planning for a successful retirement. Learn how DCP can supplement other sources of retirement income.

Friday April 26, 2024 11:00am: Register

Thursday May 2, 2024 5:15pm: Register
Friday May 10, 2024 3:00pm: Register
Monday May 20, 2024 10:00am: Register

Social Security and Medicare

Learn about the various Social Security programs, and the hierarchy of health insurance benefits for City employees.

Friday April 26, 2024 3:00pm: Register

Tuesday May 7, 2024 11:00am: Register
Thursday May 16, 2024 10:00am: Register
Friday May 31, 2024 3:00pm: Register

Tax Planning

Understand the tax benefits of DCP/NYCE IRA and Flexible Spending Programs which can reduce your current and future income taxes; Tax planning and life events will be highlighted.

Friday May 10, 2024 11:00am: Register
Tuesday May 21, 2024 3:00pm: Register

Health Benefits Program

Understand the current health plan choices offered for active NYC employees as well as other tax favored benefits.

Tuesday April 23, 2024 11:00am: Register

Thursday May 9, 2024 2:00pm: Register
Tuesday May 21, 2024 11:00am: Register

Money and Credit

Learn how to make a budget and manage your debt; understand your credit report and credit score.

Tuesday April 30, 2024 11:00am: Register

Friday May 3, 2024 11:00am: Register
Monday May 13, 2024 2:00pm: Register
Thursday May 30, 2024 10:00am: Register

Women and Financial Security

The Women and Financial Security webinar provides a place where women can come together and learn to effectively manage their financial needs as they juggle their various roles as mother, wage earner and caregiver.

Monday May 6, 2024 2:00pm: Register
Friday May 17, 2024 11:00am: Register
Thursday May 23, 2024 5:15pm: Register

I Recently Retired

Learn how to identify and manage the various financial and personal issues retirees face.

Monday April 29, 2024 10:00am: Register

Friday May 17, 2024 3:00pm: Register
Tuesday May 28, 2024 11:00am: Register