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Individual Retirement Plan Counseling

Our retirement company representatives will be on campus on the dates and times listed below for retirement planning. Contact them directly to make an appointment.

TIAA-CREF

To schedule an appointment, visit the TIAA-CREF website or call 800.732.8353.

Vanguard

To schedule an appointment, visit the Vanguard website or call 800.662.0106 ext. 14500.

VALIC logo

To schedule an appointment, visit the VALIC website (enter registration code 3756NAS11AB) or call 615.221.2541.

Fidelity

To schedule an appointment, visit the Fidelity website or call 800.642.7131.

 

Calendar

Dates, times and location are subject to change. Please confirm your prearranged session with your advisor prior to attending.

 

December

TIAA

Wednesday, December 3 8 am - 4:55 pm Sarratt, Room 114
Monday, December 8 8 am - 4:55 pm Light Hall, Room 504
Thursday, December 11 8 am - 4:55 pm Light Hall, Room 306A
Tuesday, December 16 8 am - 4:55 pm MCE South Tower, Room 8349

Vanguard

Tuesday, December 9 8:30 am - 4:30 pm Light Hall, Room 439
Wednesday, December 10 8:30 am - 4:30 pm Light Hall, Room 433
Thursday, December 11 8:30 am - 4:30 pm Sarratt, Room 114

VALIC

Monday, December 1 8 am - 4:55 pm Sarratt, Room 114
Wednesday, December 3 8 am - 4:55 pm MCE South Tower, Room 8337
Tuesday, December 9 8 am - 4:30 pm Light Hall, Room 407D
Thursday, December 11 8 am - 4:55 pm Light Hall, Room 407A

Fidelity

Note: Fidelity will begin offering 1:1 sessions for the 2015 retirement plan transition in February 2015. 

Monday, December 8 8 am - 4:55 pm Light Hall, Room 419C
Tuesday, December 9 8 am – 4:30 pm Sarratt, Room 114
Wednesday, December 10 8 am – 4:55 pm Light Hall, Room 504, from 8 am - 1 pm
MRB-IV, Room 1230A/B, from 1-4:55 pm
Thursday, December 11 8 am – 4:55 pm Light Hall, Room 306B
Friday, December 12 8 am – 4:55 pm Light Hall, Room 504

 

January 2015

TIAA

Thursday, January 15 8 am - 4:55 pm Light Hall, Room 504
Friday, January 16 8 am - 4:55 pm Light Hall, Room 504
Thursday, January 22 8 am - 4:55 pm Light Hall, Room 504

 

February 2015

TIAA

Monday, February 2 8 am - 11:55 pm Light Hall, Room 306A
Monday, February 2 12 - 4:55 pm Light Hall, Room 407D
Wednesday, February 18 8 am - 4:55 pm MCE South Tower, Room 8380A
Tuesday, February 24 8 am - 4:55 pm Light Hall, Room 423 (lab)

 

March 2015

TIAA

Friday, March 6 8 am - 4:55 pm MCE South Tower, Room 8380A
Wednesday, March 11 8 am - 4:55 pm Light Hall, Room 433
Monday, March 23 8 am - 11:55 pm Light Hall, Room 423 (lab)
Monday, March 23 12-4:55 pm Light Hall, Room 431

 

If you are not able to keep your appointment, please contact the representative to reschedule.


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