Schedule a One-On-One Consultation
As part of the Voluntary Retirement Plans -403(b), 457(b) and 401(a)- transition, you have the opportunity to schedule a one-on-one consultation with a retirement representative.
What is a one-on-one consultation?
A one-on-one consultation provides guidance to help you maximize your retirement savings and plan for other goals. Retirement Representatives are seasoned financial professionals, on staff with Fidelity and TIAA-CREF, and are non-commissioned to ensure that UM employees receive unbiased information. The Retirement Representatives can meet at your convenience -- at a designated location or over the phone. Best of all - There is no fee for this added benefit! Whether your retirement is many years away or just around corner, schedule a one-on-one consultation to:
• Ask questions about saving for retirement and other goals
• Evaluate investment choices that meet your needs
• Create an action plan to get and stay on track for retirement
• Review retirement income options
To meet with a Fidelity Retirement Representative, you may call 1-800-642-7131 or visit http://www.fidelity.com/atwork/reservations to make an online reservation.
To meet with a TIAA-CREF Retirement Representative (403(b) plan only), you may call 1-800-732-8353 or visit www.tiaa-cref.org/schedulenow to make an online reservation.