Individual Retirement 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
Weds, January 27th9 a.m. - 1 p.mHLC, Room 2405
Thurs, January 28th11:30 a.m. -  4 p.mCentennial Building, 
HR Conference Room
Thurs, February 18th8 a.m. - 1 p.mCentennial Building, 
HR Conference Room
Fri, February 19th11:30 a.m. -  4 p.mCentennial Building, 
HR Conference Room
Mon, March 14th9 a.m. - 1 p.mHLC, Room 2405
Tues, March 15th11:30 a.m. -  4 p.mHLC, Room 2405

    Call 800-343-0860 or email chad.mclain@fmr.com to schedule an appointment.

    TIAA CREF

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

    Date  TimeLocation
    Weds, January 27th9:00 a.m.-5:00 p.m.University Union, Sycamore 
    Thurs, January 28th8:00 a.m.-3:00 p.m.University Union, Sycamore
    Tues, February 23rd9:00 a.m.-5:00 p.m.University Union, Walnut A
    Weds, February 24th8:00 a.m.-4:00 p.m.University Union, Sycamore
    Weds, March 9th9:00 a.m.-5:00 p.m.University Union, Sycamore
    Thurs, March 10th 8:00 a.m.-4:00 p.m.University Union, Sycamore

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

    Nationwide Financial

    457 Deferred Compensation Plan 

    No visits currently scheduled.

    Contact the Caleb Lennon at (602) 568-7179 or lennonc@nationwide.com to schedule an appointment.

    Journey to Retirement sessions

    You are invited to attend of the Journey to Retirement sessions for the 2016 Winter\Spring Semester

    2016 Winter\Spring Semester Calendar