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, September 14th 9:00 a.m.-1:00 p.m. HLC Rm 2405
Thurs, September 15th  10:30 a.m.-2:30 p.m. HLC Rm 2405
Weds, October 12th 9:00 a.m.-1:00 p.m.HLC Rm 2403
Thurs, October 13th 9:00 a.m.-4:00 p.m.HR Centennial Conference Rm 120
Weds, November 16th9:00 a.m.-1:00 p.mHLC Rm 2405
Thurs, November 17th10:30 a.m.-2:30 p.m.HLC Rm 2405
Tues, December 6th9:00 a.m.-4:00 p.m.HR Centennial Conference Rm 120
Weds, December 7th 9:00 a.m.-4:00 p.m.HR Centennial Conference Rm 120

    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, September 28th      9:00 a.m.-5:00 p.mUniversity Union, Walnut A
    Thurs, September 29th8:00 a.m. -4:00 p.mUniversity Union, Walnut A
    Thrus, October 6th8:00 a.m. -5:00 p.mUniversity Union, Walnut B
    Fri, October 7th8:00 a.m. -2:00 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 

    Date  TimeLocation
    Tues, September 20th10:00 a.m.-2:00 p.m.HR Centennial Meeting Room 133
    Weds, October 12th12:00 p..m.-4:00 p.m.HR Centennial Meeting Room 133
    Weds, November 9th12:00 p..m.-4:00 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.

    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.