Individual Financial Counseling

The university’s retirement plan vendors regularly come to campus for individual counseling sessions with interested employees.  Schedule a session to learn:

  • about your retirement plan options
  • the best investment mix and strategy to meet your retirement goals
  • how to balance your spending priorities in order to save more.

Below is a schedule of the next individual counseling sessions for each vendor 

Fidelity

Optional Retirement Plan (ORP) and Voluntary 403(b) plan

Date  TimeLocation
Thurs, January 19th 9:00a.m.-4:00p.m       HR Centennial Conference Room 133    
Fri, January 20th 9:00a.m.-4:00p.m.HR Centennial Conference Room 133
Wed, February 8th    9:00a.m.-1:00p.m.HLC Room 2403
Thurs, February 9th    11:00a.m.-3:00p.m. HLC Room 2403
Mon, March 6th 9:00a.m.-1:00p.m.HLC Room 2403
Tues, March 7th11:00a.m.-3:00p.m.HLC Room 2402

    To schedule an appointment use the online scheduler or call 800-343-0860 or email chad.mclain@fmr.com.

    TIAA CREF

    Optional Retirement Plan (ORP) and Voluntary 403(b) plan

    Date  TimeLocation
    Weds, January 25th9:00 a.m.-5:00 p.mUniversity Union, Walnut B
    Thurs, January 26th8:00 a.m.-4:00 p.mUniversity Union, Walnut B
    Tues, February 21st9:00 a.m.-5:00 p.mUniversity Union, Walnut B
    Weds, February 22nd8:00 a.m.-4:00 p.mUniversity Union, Walnut B
    Weds, March 8th8:00 a.m.-4:00 p.mUniversity Union, Walnut B
    Thurs, March 9th 8:00 a.m.-4:00 p.mUniversity Union, Walnut B

    Call 800-732-8353 or email dfitch@tiaa-cref.org to schedule an appointment.

    Nationwide Financial

    457 Deferred Compensation Plan 

    Date  TimeLocation
    Weds, January 25th 10:00 a..m.-3:00 p.m.   HR Centennial Conference Room 120    
    Thrus, February 16th  9:00 a.m.-2:00 p.m.HR Centennial Conference Room 120
    Thurs, March 16th     9:00 a.m.-2:00 p.m.HR Centennial Conference Room 133
    Thurs, April 20th      9:00 a.m.-2:00 p.m.HR Centennial Conference Room 120
    Wed May 24th 10:00 a.m.-3:00 p.m.HR Centennial Conference Room 120
    Thurs, June 22nd      9:00 a.m.-2:00 p.m.HR Centennial Conference Room 120

    To schedule an appointment use the online scheduler or contact the Caleb Lennon at (928) 899-5016 or lennonc@nationwide.com.

    Is parking provided for my counseling session?

    No special parking is available for counseling sessions. Year-round, a vehicle must display a valid permit to park on campus. Temporary permits can be purchased at the kiosk located near the entrances to campus or by contacting Parking and Shuttle Services at 928-523-6623.

    Financial Wellness Education

    In additional to one on one financial counseling sessions employee have access to a variety of financial tools a workshops. 

    Learn more about the financial education resources available to employees.