Have you talked to your retirement rep lately? If not, plan some time with Fidelity Investments and TIAA reps soon.

Why is Face Time Important?

Ensuring your nest egg flourishes takes a bit of planning. If you’re knowledgeable about your investments, you’ll be more confident that they’re working well for you. TIAA and Fidelity are U-M’s longtime, trusted administrators of its Retirement Savings Plans. Their specialists are trained to help you create a financial plan and take steps toward your goals.

Check In to Check Out

Meet with a strategist virtually, by phone or in person. Evolving technology allows Fidelity and TIAA representatives to screen-share so you can see your account information.  

To schedule your one-on-one appointment:

• Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight. Fidelity offers appointments exclusively for U-M employees every Tuesday from 8:30 a.m. to 5 p.m.
• Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m.

Learn by Livestream

Between occasional check-ins, Fidelity and TIAA offer abundant learning opportunities. Several web-exclusive events, both live and by-demand, are available this month:

Fidelity

• Women Talk Money: Teen Girl Learning Series
  Monday, April 1 – 2 p.m.
  Women report less confidence with investing and money – something that starts in their teen years. This free, interactive learning series from Fidelity and Invest in Girls can help your daughter write a different story.
• 3 Power Moves to Fund Your Future
  Wednesday, April 10 – 2-2:45 p.m.
  Whether you’re looking to catch up on retirement savings or put your tax refund to work for future plans, this webinar can help. You’ll learn how to maximize retirement contributions with Roth IRAs and workplace savings plans; plan and save for future health costs using your HSA; and glean additional opportunities to invest for the long term.
• Insights Live: Preparing Your Estate Plan
  Thursday, April 11 – noon-12:45 p.m.
  Thursday, May 9 – noon-12:45 p.m.
  Thursday, May 16, noon-12:45 p.m.
  Estate planning is a crucial part of a sound financial plan. This real-time, three-part webinar offers discussion and question/answer time to help make your lifetime of saving work for those you leave behind.

Check out the full list of webinars offered by Fidelity Investments.

TIAA

• Fine-tuning Your Retirement Strategy: Investing Toward a Secure Future
  Tuesday, April 16 – 2-3 p.m.
  If you’re in or near your peak earning years and want to do all you can to build a secure retirement, this webinar can help. You’ll move beyond investing basics to fine-tuning your saving and investing strategies for retirement.
• Start to Finish: The Early Career Woman’s Guide to Financial Wisdom
  Thursday, April 18 – 3-4 p.m.
  After viewing this webcast, you’ll understand your income and your outflow, and know how to balance them to your advantage; realize how saving a little now can help you later on; and know how to plan for your financial future.
• Staying Safe in the Age of AI
  Wednesday, April 24 – 1-2 p.m.
  Learn about the growth of AI and what that means for protecting yourself against scams and cybersecurity attacks. Topics will include how AI is being used in scam and phishing attempts, as well as practical steps to safeguard you and your family.

View TIAA’s Webinar Lounge to view all real-time and recorded events.

Help at MHealthy

MHealthy also offers several resources to assist faculty and staff with improving their financial well-being. These include education programs and resources, coaches, and immediate assistance for those who need help now.