Patrick Windle, a financial consultant with TIAA-CREF, will present Money at Work, Sharpening Your Investment Skills at 4 p.m. Wednesday, March 18, in the Bone Student Center’s Spotlight Room. Those interested should visit and bookmark TIAA-CREF’s Appointment Site to reserve a space.
Illinois State’s 403b plan and SURS Self-Managed Plan investment providers – TIAA-CREF and Fidelity – each have representatives visit campus regularly for one-on-one appointments with interested employees, and to present retirement-focused financial planning presentations. Fidelity’s representative will be on campus April 27 and 28, May 21, and June 2. TIAA-CREF’s representative will be here April 15 and May 21. Visit and bookmark TIAA-CREF’s Appointment Site and Fidelity At Work to make an appointment or to reserve a space in an upcoming seminar.
Representatives from Fidelity and TIAA-CREF are salaried, non-pressure financial advisors whose roles are to provide financial planning guidance, help with establishing an ISU 403b plan, review current investment mix, and perhaps assist in consolidating retirement plans with prior employers by transferring those balances to our 403b plan.
For information or further assistance, contact the Illinois State retirement consultants in Human Resources: Last names beginning with A to L, contact Todd Long, email@example.com; and last names beginning with M to Z, contact Cathy Hempstead, firstname.lastname@example.org.