Four of the University of Miami’s approved retirement vendors will visit in November to help with financial questions about your retirement plan. Employees are encouraged to schedule a meeting with a retirement consultant.
TIAA-CREF visits the University on Monday, November 2 and Tuesday, November 3 at the Miller School campus, and Wednesday, November 4 and Thursday, November 5 at the Coral Gables Campus. To schedule an appointment, visit their Web site at www.tiaa-cref.org/moc or call 866-842-3357, extension 261304.
Fidelity Investments visits the University on Thursday, November 5 at the Miller School campus and Friday, November 6 at the Coral Gables campus. To schedule an appointment, visit their Web site at www.fidelity.com/atwork/reservations or call 888-788-7500.
VALIC visits the University on Tuesday, November 10 at the Miller School campus. To schedule an appointment, call Brad Baumgartner at 786-205-5617 or e-mail him at [email protected].
Lincoln Financial Group visits the University on Monday, November 16 at the Coral Gables campus, Tuesday, November 17 at the Miller School campus, and Wednesday, November 18 at the Rosenstiel School campus. To schedule an appointment, call Theresa Yong at 305-245-7332 or e-mail her at [email protected].