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, April 14th      12:00 p.m.-5:00 p.m.HR Centennial Conference Room 120
Fri, April 15th9:00 a.m.-4:00 p.m.HR Centennial Conference Room 120
Thurs, May 19th9:00 a.m.-4:00 p.m.HR Centennial Conference Room 120
Friday, May 20th9:00 a.m.-4:00 p.m.HR Centennial Conference Room 120
Thurs, June 23rd9:00 a.m.-4:00 p.mHR Centennial Meeting Room 133
Fri, June 24th9:00 a.m.-4:00 p.mHR Centennial Conference Room 120

    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
    Tues, April 5th
    9:00 a.m.-5:00 p.m.
    University Union, Walnut B
    Weds, April 6th 8:00 a.m.-4:00 p.m.University Union, Sycamore
    Weds, May 4th 9:00 a.m.-5:00 p.m.University Union, Sycamore 
    Thurs, May 5th 9:00-3:00 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, April 13th1:00 p.m.-4:00 p.m.HR Centennial Meeting Room 133
    Thurs, May 12th 8:00 a.m.-2:00 p.m.HR Centennial Meeting Room 133
    Weds, June 22nd
    10:00 a.m.-3:00 p.m.
    HR Centennial Conference Room 120
    Thurs, June 23rd9:00 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