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
Mon, August 17th 9 a.m. - 4 p.m.Centennial Building,
HR Conference Room 
Tues, August 18th9 a.m. -  4 p.m.Centennial 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
    Weds, August 12th9:00 a.m.-5:00 p.m.University Union, Walnut B
    Thurs, August 13th8:00 a.m.-4:00 p.m.University Union, Walnut B
    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

    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.