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
Thu, August 28th8:00 a.m. - 4:00 p.m. Room 120
Centennial Building #91

    Contact Kyle Spahn at  800-642-7131 or kyle.spahn@fmr.com to schedule an appointment

    TIAA CREFF

    Optional Retirement Plan (ORP) and Voluntary 403(b) plan

    Date  TimeLocation
    Wed, October 1st        9:00 a.m. - 5:00 p.m.University Union, Sycamore Room
    Thu, October 2nd 8:00 a.m. - 4:00 p.m.University Union, Walnut B

    Call 800-732-8353 or dfitch@tiaa-cref.org to schedule an appointment.

    Valic

    Voluntary 403(b) Plan

    No visits currently scheduled.

    Contact the Byron (“Rick”) Smith at (928) 221-6808 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.