Let us help!
As part of the university’s voluntary retirement plan offerings, employees are eligible for a FREE, confidential financial counseling session. 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, and are non-commissioned to ensure that UM employees receive unbiased information. Fidelity and TIAA are both on the UMSL campus on a monthly basis to help you get the most out of retirement. In addition to campus appointments, 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 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.