Retirement Savings Counseling

TIAA and Fidelity Investments offer free one-on-one counseling sessions to U-M faculty and staff.  Meet with a financial planning specialist in person or 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. All times listed are Eastern Time.

TIAA

TIAA offers individual counseling as well as a Financial Education Series to U-M faculty and staff designed to help you learn the essential information you need to plan for your financial future.

To reserve your space in a workshop or to schedule an in-person consultation, call (800) 732-8353 or register online.

Webinars

Making Gifts to Loved Ones and Charities, December 4, 2018, 12:00 p.m.

You can help maximize the value of your life's work and help take are of your survivors and philanthropic causes with a little planning. This webinar will review basic strategies for giving to individuals and charities during your lifetime, as well as legacy planning.

Healthy Numbers: Integrating healthcare into your retirement, December 5, 2019, 12:00 p.m.

You can learn and plan for the cost of healthcare in retirement, including supplemental insurance, and the real benefits and costs of Medicare.

Within Reach: Transitioning from career to retirement, December 6, 2018, 12:00 p.m.

It's time to retire, now what? Make some preparations to help shift from an active career to retirement. From income options to taxes, you need to be prepared.

These are just a few of the available webinars. Visit tiaa.org/webinars to access the Live Webinar Lounge and log in to view past events or register for upcoming live webinars. If you have set up an online account with TIAA, login with your TIAA.org user ID and password under "TIAA customer access." If you do not have a TIAA account, you may register under "Guest access." 

Fidelity Investments

Fidelity Investments offers individual counseling sessions to U-M faculty and staff who have retirement funds invested in accounts with Fidelity. You will meet with an experienced Fidelity counselor for approximately 45 minutes. To schedule an appointment, call Fidelity at 1-800-642-7131 or register online.

View archived investing webinars.

Have a Question?

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