Three Reasons to Meet with a Retirement Rep

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According to the AARP, the COVID-19 pandemic will have lasting effects on American workers, especially if you're approaching retirement. In fact, one in four U.S. workers sped up their retirement timetables because of the pandemic.

Whether you’re close to retiring or just a few years into your career, regular visits with reps from Fidelity Investments and TIAA can benefit you. These companies are
U-M’s longtime partners for its Basic Retirement Plan.  

Three Reasons Why

Why set aside some time to speak with a Fidelity and/or TIAA rep? During an hour-long discussion, you can:

  • Boost your confidence. You’ll learn how to track your investments and feel more secure in making decisions.
  • Create a plan. By talking through your financial needs for retirement, you can make a concrete plan ­– and get it done.
  • Get your financial grip – at no cost. When you invest through U-M’s retirement savings plans, your one-on-one check-ins are free of charge.

How to Schedule a Check-in…

Your appointment can be virtual or by phone to fit your schedule. Face-to-face consultations will resume when public health conditions allow.

To schedule:

… And Gain More Knowledge

Fidelity and TIAA offer additional expertise each month through webinars. There’s no cost, but follow the links below to register.

Fidelity

Each Tuesday: Aug. 3, 10, 17, 24, 31 – 2 p.m.
Fidelity Viewpoints: Market Sense

Wednesday, Aug. 11 – 1 p.m.
Women Talk Money: Strategies for Student Loan Debt

Take your pick of more free Fidelity webinars this month. All are offered at Eastern Time (ET).

TIAA

Tuesday, Aug. 17 ­– noon
Money at Work 1: Foundations for Investing

Tuesday, Aug. 17 – 3 p.m.
Lifetime Income: Marketproof Your Retirement

Wednesday, Aug. 18 – noon
Looking to Turn Your Retirement Savings into a Paycheck for Life?

Wednesday, Aug. 18 – 3 p.m.
Postcards from the Future: A Woman’s Guide to Saving and Investing

Thursday, Aug. 19 – noon
Social Security Strategies for Married Couples

Thursday, Aug. 19 – 3 p.m.
Financial Housekeeping for Now and Later

After you log in at TIAA.org, go to the Live Webinar Lounge section to view all TIAA webinars and register. Times are ET.

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