Schedule a one-on-one consultation

Quick start

Before committing to a one-on-one, first consider whether an in-person consultation is the right option for you. One-on-one consultations are geared toward advanced retirement planning guidance, like comparing investment choices, developing a retirement income plan, or consolidating multiple retirement accounts. Your needs may be better met by an in-person workshop, the resources available on our financial wellness webpage, or a phone call to Fidelity or TIAA, where experts can help with basic financial planning questions or assist you in getting started with your savings.

Explore your financial future. Sign up for a free one-on-one consultation with a retirement expert from Fidelity or TIAA. Fidelity is the administrator for the university’s Voluntary Retirement Plan (VRP). The VRP includes options to enroll in a 403(b), 457(b), or Supplemental Retirement Plan 401(a), depending on your eligibility. TIAA provides some investment options for the 403(b) plan, which is why you might want to schedule a one-on-one with one of their experts.

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. Fidelity and TIAA representatives are seasoned financial professionals, and are non-commissioned to ensure that UM employees receive unbiased information. Whether your retirement is many years away or just around corner, schedule a 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

Reviewed March 29, 2017.