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
Fri, April 24th 8:30 a.m.- 4:00 p.m.Centennial Building, HR Conference Room
Fri, May 1st8:30 a.m.- 4:00 p.m.Centennial Building, HR Conference Room
Tues, June 2nd8:30 a.m.- 4:00 p.m.Centennial Building, HR Conference Room

    Contact Nathan Merrill at 480-267-7079 or nathan.merrill@fidelity.com to schedule an appointment

    TIAA CREF

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

    Date  TimeLocation
    Weds, April 22nd9:00 a.m.-5:00 p.m.University Union, Walnut B
    Thurs, April 23rd8:00 a.m.-4:00 p.m.University Union, Walnut B
    Weds, May 20th    9:00 a.m.-5:00 p.m.University Union, Walnut B
    Thurs, May 21st8:00 a.m.-4:00 p.m.University Union, Walnut B

    Call 800-732-8353 or 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.