Retirement Information

You can schedule "One-on-One" Information Sessions with either Fidelity Investments or TIAA Financial Services representatives who are here on the UNH Durham campus every month.  Representatives are also available via telephone consulations as well. 

NOTE LOCATION CHANGE:  Retirement meetings will NOW be held at HR Office located @ 2 Leavitt Lane

For directions please visit:  https://www.unh.edu/hr/locations

Fidelity Investments: "One-on-One" Consultations

Individual meetings designed to help you answer the following questions:

  • Am I on track to reach my retirement goals?
  • Am I making the most of my workplace savings plan?

To get the most out of your appointment:

  • Prepare a list of questions or topics that you wish to discuss.
  • Bring your most recent retirement plan statement.
  • Please allow sufficient time in the event that appointments run longer than the allotted time.


Fidelity Investments Consultation Dates/Times:

For directions please visit:  https://www.unh.edu/hr/locations
MONTH DATE DAY TIME LOCATION
July 17 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
July 24 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
July 27 Thursday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
August 14 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
August 21 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
August 25 Friday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
September 18 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
September 25 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock) 
October 2 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
October 5 Thursday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
October 9 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
November 3 Friday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
November 20 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
November 27 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)

December

4 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
December 11 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)


Schedule a ‘one-on-one’ consultation with a Fidelity representative

To meet with Paul Bolles, do one of the following:

One-on-one consultations run approximately 60 minutes. Spouses and guests are welcome to attend.


Fidelity Investments Telephone Counseling Center

If you are unable to attend an individual meeting, Fidelity Retirement Services Specialists are available for telephone consultations at 1-800-343-0860, Monday - Friday, 8:00 am to midnight ET



TIAA "One-on-One" Consultations

Take advantage of TIAA's Individual Counseling Sessions. A TIAA Individual Consultant will be available to meet with you personally and answer any questions you may have about your financial future.

Meeting with a TIAA Consultant can help you evaluate your current financial plan and make some informed decisions. Possible topics include:

  • A review of your current situation -- contracts, accumulations and allocations
  • Estimates of your retirement income based on current accumulations and projected start date (using hypothetical interest rates)
  • Illustration of personalized TIAA portfolio based on answers to risk questionnaire
  • Any other aspect of retirement planning you wish to discuss


TIAA Financial Services Consultation Dates/Times:

For directions please visit:  https://www.unh.edu/hr/locations
MONTH DATE DAY TIME LOCATION
July 14 Friday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
July 25 Tuesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
July 26 Wednesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
August 1 Tuesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
August 15 Tuesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
August 16 Wednesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
September 12 Tuesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
September 13 Wednesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
September 26 Tuesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
October 18 Wednesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
October 19 Thursday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
October 24 Tuesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
November 6 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
November 14 Tuesday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
November 16 Thursday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
December 14 Thursday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)

December

15 Friday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)
December 18 Monday 8:00 AM - 4:30 PM HR Office @ 2 Leavitt Lane
(across from Central Receiving loading dock)


Schedule a "One-on-one" consultation with a TIAA representative

Call  the scheduling department directly at (800)732-8353, or log in to www.TIAA.org/schedulenow  Spouses and guests are welcome to attend. Sessions will last about 60 minutes. Please bring your most recent Quarterly Statement with you if you have one.


TIAA Telephone Counseling Center

You can speak with a TIAA consultant, 6 days a week, Monday through Friday from 8 am to 10 pm, and Saturday from 9 am to 6 pm, by calling 1-800-842-2776.