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
Thurs, June 23rd 9:00 a.m.-4:00 p.m.  HR Centennial Meeting Room 133
Fri, June 24th 9:00 a.m.-4:00 p.m.  HR Centennial Conference Room 120
Thurs, July 21st 9:00 a.m.-4:00 p.m. 
 HR Centennial Meeting Room 133
Fri, July 22nd  9:00 a.m.-4:00 p.m.  HR Centennial Meeting Room 133
Mon, August 22nd  9:00 a.m.-4:00 p.m.  HR Centennial Meeting Room 133
Tues, August 23rd  9:00 a.m.-4:00 p.m. HR Centennial Meeting Room 133
Weds, September 14th 9:00 a.m.-4:00 p.m. HR Centennial Meeting Room 133
Thurs, September 15th  9:00 a.m.-4:00 p.m. HR Centennial Meeting Room 133

    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, June 29th 9:00 a.m.-5:00 p.mHR Centennial Meeting Room 133
    Thurs, June 30th    8:00 a.m. -4:00 p.m.HR Centennial Meeting Room 133
    Mon, July 25th 9:00 a.m.-5:00 p.m.University Union, Walnut B
    Tues, July 26th9:00 a.m.-5:00 p.m. University Union, Walnut B
    Wed, July 27th8:00 a.m. -4:00 p.m.University 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, June 22nd
     10:00 a.m.-3:00 p.m.
     HR Centennial Conference Room 120
    Thurs, June 23rd 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.

    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