Brookhaven Lab Employee Benefits & Retirement Guidance
Built for Brookhaven Lab Team Members
You Advance Science.
We’ll Help You Secure Your Future.
Complimentary retirement plan review and VirtualWealth planning designed for the scientists, engineers, researchers, and staff at Brookhaven National Laboratory.
How We Help Brookhaven Lab Employees
Practical, high-touch guidance focused on the BSA Retirement Plan and 401(k) available to Lab professionals.
BSA Retirement Plan Review
Confirm vesting status, review the automatic 9% employer contribution, and evaluate investment allocations inside your TIAA-managed 401(a) plan.
401(k) Optimization
Determine the right pre-tax or Roth contribution rate, coordinate with the automatic 9% plan, and align savings with your long-term income needs.
VirtualWealth Sessions
Personalized planning meetings conducted virtually — ideal for busy Lab staff balancing research, projects, and personal life.
Why This Matters for Brookhaven Professionals
Brookhaven National Laboratory staff advance science that impacts energy, the environment, and national priorities. That focus often means personal financial planning can take a back seat. The automatic 9% BSA Retirement Plan contribution is a powerful foundation — but coordinating it with the voluntary 401(k), investment choices, tax strategy, and overall retirement income goals can significantly strengthen long-term security.
We help you learn exactly where your plans stand today and what simple steps can help improve outcomes — without pressure and without product-pushing.
Ready for Clear Next Steps?
Book a complimentary retirement plan review or a full VirtualWealth strategy session. Both are available by secure video or in our Hauppauge office.
Call (631) 389-2358 | Text (631) 904-0901
Related Planning Tools
403(b) / Retirement Checkup
Quick review of fees, contributions, and allocation inside workplace plans.
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High-touch virtual sessions for complete financial clarity and goal mapping.
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Objective quotes and coverage recommendations that fit your family and budget.
Get QuoteTeachers & Educators
Specialized guidance for K-12 school employees and pension integration.
Learn MoreFrequently Asked Questions
What retirement plans does Brookhaven Lab offer?▼
Brookhaven Science Associates (BSA) offers two primary plans: the BSA Retirement Plan (a 401(a) money-purchase plan) with an automatic employer contribution of 9% of base salary (10% for employees hired before January 1, 2011), and a voluntary BSA 401(k) Plan that allows pre-tax and/or Roth contributions up to IRS limits. Both are administered through TIAA.
How can a complimentary retirement plan review help Brookhaven Lab employees?▼
We review your BSA Retirement Plan vesting status, investment allocations, and 401(k) contribution strategy. You receive clear next steps on maximizing the automatic 9% contribution, coordinating the voluntary 401(k), and aligning everything with your broader retirement goals — with no obligation.
Is VirtualWealth planning available for Brookhaven Lab staff?▼
Yes. VirtualWealth sessions are designed for busy scientists, engineers, researchers, and support staff. Meetings are conducted by secure video so you can participate from home, the lab, or anywhere with zero commute.
Do you only work with Long Island clients?▼
We are based in Hauppauge and serve many Brookhaven Lab and Long Island clients. VirtualWealth sessions are also available nationwide.
What should I prepare for a retirement plan review or VirtualWealth session?▼
Recent TIAA statements for the BSA Retirement Plan and 401(k), plus a rough idea of your current contribution percentage, are helpful. We guide you through everything else.
Let’s Build Your Plan Together
Local expertise. Virtual convenience. Clear guidance for the people advancing science at Brookhaven Lab.
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Call (631) 389-2358 | Text (631) 904-0901