Individualized Retirement Counseling

We provide you the opportunity to participate in both basic and supplemental retirement plans. Both plans allow you to invest your 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.

Schedule a one-on-one counseling session to discuss investment planning issues with our campus consultant.

Fidelity Investments
Jason Cronick, consultant
800.642.7131
Schedule appointment
View campus appointment schedule

TIAA
Paul Eiting, consultant
800.732.8353
Schedule appointment
View campus appointment schedule