The 403(b) plan transition is complete. Take this opportunity to schedule an appointment to meet one-on-one with a Fidelity and/or TIAA-CREF representative to discuss your unique financial situation. Determine whether or not you are on track for reaching your retirement goals and the asset allocation mix and investment strategy that make the most sense for you.
Fidelity representatives are available on the following dates in June and July:
DATE | CAMPUS | BUILDING | ROOM/SUITE |
July 7 | Medical | Park Plaza East | Suite L |
July 8 | Gables | McArthur Engineering Annex | Room 219D (go to 219A to open room) |
July 14 | Gables | School of Business, Executive Education Center |
Conference Room E |
July 15 | Medical | Park Plaza East | Suite L |
July 21 | Medical | Park Plaza East | Suite L |
July 22 | Gables | McArthur Engineering Annex | Room 406 |
Schedule an appointment at www.fidelity.com/atwork/reservations or call Fidelity at 1-800-642-7131 to reserve your time today.
TIAA-CREF representatives are available on the following dates in June and July.
DATE | CAMPUS | BUILDING | ROOM/SUITE |
June 29 | Gables | Gables One Tower | Suite 100 |
June 30 | Gables | Gables One Tower | Suite 100 |
July 5 | Gables | Gables One Tower | Suite 100 |
July 7 | Medical | Park Plaza East | Suite L |
July 8 | Medical | Park Plaza East | Suite L |
July 19 | Gables | Gables One Tower | Suite 100 |
July 20 | Gables | Gables One Tower | Suite 100 |
July 21 | Medical | Park Plaza East | Suite L |
July 22 | Medical | Park Plaza East | Suite L |
July 26 | Gables | Gables One Tower | Suite 100 |
July 27 | Gables | Gables One Tower | Suite 100 |
To schedule your appointment, call TIAA-CREF at 1-800 732-8353, Monday through Friday from 8 a.m. to 8 p.m.