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
Weds, July 12th9:00 a.m.-4:00 p.m.HR Centennial Meeting Room 133
Thurs, June 13th
9:00 a.m-4:00 p.m.
HR Centennial Meeting Room 133
Weds, Aug. 16th 9:00 a.m-4:00 p.m.HR Centennial Meeting Room 133
Thurs, Aug. 17th9:00 a.m-4:00 p.m.HR Centennial Meeting Room 133
Mon, Sep. 18th9:00 a.m-4:00 p.m.HR Centennial Meeting Room 133
Tues, Sep. 19th 9:00 a.m-4:00 p.m.HR Centennial Meeting Room 133

    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. July 26th9:00 a.m.- 5:00 p.m.University Union, Walnut B
    Thurs. 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
      

    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.