Individualized Retirement Counseling

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. The services provided by TIAA and Fidelity counselors is a free service offered by the university.

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.

calendar icon Schedule an appointment with...

Fidelity Investments
phone icon800-642-7131
To schedule a time to discuss investment planning issues with a Fidelity consultant, call their Reservation System 800-642-7131 to find out when they will be on campus and reserve your appointment. 
TIAA
phone icon800-732-8353
To schedule a one-on-one counseling session to discuss your current or future TIAA investments, call 800-732-8353 between 8:00 am and 5:00 pm CT to find out when they will be on campus and reserve your appointment. If calling outside of business hours, you can call  866-842-2908 extension 0 and leave a message.