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, September 10th9:00 a.m.-1:00 p.m. Health and Learning Center, Rm 2405
Fri, September 11th      11:00 a.m.-4:00 p.m.     Health and Learning Center, Rm 2402 A/B
Thurs, October 1st 9 a.m. -  4 p.m.Centennial Building, 
HR Conference Room
Fri, October 2nd9 a.m. -  4 p.mCentennial Building, 
HR Conference Room
Tues, November 3rd9:00 a.m.-1:00 p.m.Health and Learning Center, Rm 2405
Weds, November 4th 11:00 a.m.-4:00 p.m.Health and Learning Center, Rm 2405
Thurs, December 3rd 9 a.m. -  4 p.mCentennial Building, 
HR Conference Room
Fri, December 4th9 a.m. -  4 p.mCentennial Building, 
HR Conference Room

    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
    Thurs, September 3rd     8:00 a.m.-5:00 p.m.University Union, Walnut B
    Fri, September 4th 8:00 a.m.-1:00 p.m.University Union, Walnut B
    Tues, October 20th9:00 a.m.-5:00 p.m.University Union, Oak Creek 
    Weds, October 21st      8:00 a.m.-5:00 p.mUniversity Union, Walnut B
    Thurs, October 22nd     8:00 a.m.-2:00 p.mUniversity Union, Walnut B
    Tues, November 17th     9:00 a.m.-5:00 p.m.University Union, Sycamore
    Weds, November 18th8:00 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 

    No visits currently scheduled.

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