Fidelity and TIAA meetings for faculty and staff
Human Resources, Benefit Services announced the third-quarter 2017 meeting schedule for representatives from Fidelity and TIAA, the University’s 403(b) Supplemental Retirement Plan vendors. Both investment companies’ representatives will be coming to campus soon for one-on-one counseling sessions.
Counseling sessions typically last 30 minutes and can cover a range of topics including signing up for a new 403(b) account, discussing asset allocation, planning for general retirement income, or developing long-term financial planning strategies. Meetings are scheduled on a first come, first serve basis.
Fidelity’s representative will be on campus on July 17 and 31, August 8 and 14, and September 7 and 18. To schedule a one-on-one appointment with Fidelity, please visit Fidelity’s Appointment Site or call 800-642-7131.
TIAA’s representative is available for one-on-one counseling sessions on August 22 and September 19. Those interested should visit TIAA-CREF’s Consultations or call (800) 732-8353 to schedule an appointment with Patrick.
Further information about our 403(b) plans, including a description of the plan, the Universal Availability notice, enrollment instructions and contact information for your Retirement Consultant within ISU’s Human Resources Department, may be found at Supplemental 403b and 457 Retirement Savings Plans. Employees may also contact their Retirement Consultant within ISU’s Benefits team: