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.
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.
Visit tiaa.org/webinars to access the Live Webinar Lounge and log in to register for upcoming live webinars.
Here are just a few of the upcoming webinars (all times are Eastern Time):
- Healthy Numbers: Integrating healthcare into your retirement plan, May 8, 3:00 - 4:00 p.m.
- Special Topic: Washington Update - Policymaking in the Age of Disruption, May 9, 12:00 - 1:00 p.m.
- Special Topic: The 411 on 529 college savings plans, May 10, 12:00 - 1:00 p.m.
- Within Reach: Transitioning from career to retirement, May 10, 3:00 - 4:00 p.m.
- Gaining Insight: Navigating debt consolidation & understanding the mortage process, May 15, 3:00 - 4:00 p.m.
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.
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