Individualized Retirement Counseling

Individualized Retirement Counselings and Services

The University of Nebraska provides employees an opportunity to participate in both basic and supplemental retirement plans. Both plans allow employees to invest their retirement plan contributions into a number of different investment vehicles managed by Fidelity Investments and TIAA-CREF. The services provided by TIAA-CREF and Fidelity counselors is a free service offered by the university. The schedules for upcoming sessions are listed below.

Meeting with a financial counselor for the first time? Not sure where to start? Here is a list of questions that may help you get started.

  • How does the retirement plan work?
  • What are the best investment choices for me?
  • Am I currently saving enough?
  • How do I take the money out after I retire/leave the university?
  • Do I need a supplemental account?

The important thing to remember is that the financial counselors are here to help you understand and utilize your university retirement accounts.

Fidelity Investments

A Fidelity consultant will be available on the dates listed below to provide free one-on-one counseling sessions. The room will be posted. Why not take advantage of this opportunity to discuss investment planning issues? Sign up today by calling Reservation Systems 1-800-642-7131.

A Fidelity consultant will be at the Nebraska Union October 10, 21, and 30, and the East Campus Union October 3 and 14 (rooms posted at both sites). Sign up by calling 1-800-642-7131.

TIAA-CREF

Counselors will be on campus for individual counseling sessions to provide free on-on-one counseling sessions. To make a reservation to discuss your current or future investments, call 1-800-732-8353 between 8 am and 5 pm CST. Messages may be left at the following number, 1-866-842-2908 extension 0 for calls made after business hours.

TIAA-CREF sessions will be held at the Nebraska Union October 14, 16 and 30, and the East Campus Union October 2, 8, and 16 (rooms posted). Sign up by calling 1-800-732-8353 between 8 a.m. and 5 p.m. After hours messages can be left at 1-866-842-2908, ext. 0.

For more information, contact Diane Fry at dfry4@unl.edu or at 402-472-0937.