Investment Companies and Funds

The University of Michigan partners with TIAA and Fidelity Investments to offer investment services for all retirement savings plan options. Please note: TIAA and Fidelity Investments are the only financial investment companies officially associated with the University of Michigan.

Free One-on-one Financial Counseling

TIAA and Fidelity Investments offer free one-on-one counseling sessions to U-M faculty and staff. Consult with a financial planning specialist over the phone to help estimate how much income you will need in retirement, discuss retirement income plans, identify ways to save more and invest more efficiently, and assist with tax considerations.

To schedule an appointment:

Learn what to expect before your one-on-one session with a counselor by viewing a brief video.

Contact TIAA and Fidelity Investments for these inquiries and services:

  • Questions/help choosing a fund

  • Account and income information

  • Brochures and booklets on services and financial planning

  • Change of address

  • Change your Personal Identification Number (PIN)

  • Divorce, Qualified Domestic Relations Order (QDRO)

  • Forms for cash withdrawal, rollovers, transfers, income options

  • Income and payment methods (lifetime annuity, cash out, interest)

  • Schedule individual counseling; register for workshops

  • Tax questions (withdrawal penalty, minimum distribution, federal withholding)

  • Transferring between funds and between TIAA and Fidelity

  • Verify or change beneficiary

Learn more about TIAA by viewing a brief video.

Learn more about Fidelity by viewing this brief video. 

TIAA and Fidelity also offer financial planning webinars and seminars to help you better manage your money and prepare for a successful retirement.