Retirement Information

You can schedule "One-on-One" Information Sessions with either Fidelity Investments or TIAA Financial Services representatives via FREE  telephone consulations. See the scheduling instructions below.

Monthly educational webinar information

TIAA Financial Services

Fidelity Investments: "One-on-One" Consultations

Individual meetings are 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:

 

Month Available Dates
January

31

February 2, 14
March 13, 23
April  18
May 22
June 26
Schedule a 'One-on-One' consultation with our Fidelity representatives:
  • Online (Recommended method):  Schedule online at getguidance.fidelity.com
    • ​Employer is University System of New Hampshire
  • Phone:   Call 800-642-7131 (open from 8am-9pm EST) to schedule an appointment on campus closest to you.
  • Once scheduled, if you have questions prior to your appointment, contact Paul Bolles at paul.bolles@fmr.com

FYI - 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 on a campus, Fidelity Retirement Services Specialists are also available for telephone consultations at 1-800-343-0860, Monday-Friday, 8:00am to midnight EST.

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: 

 

Month Available Dates
In-Person & virtual meeting dates are listed within the online portal

Sign up for a 1:1 

Schedule a 'One-on-One' consultation with a TIAA representative
 

FYI - Sessions last approx. 60 minutes.  Spouses and guests are welcome during appointments.  Please have 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 8am-10pm, and Saturday from 9am-6pm by calling 1-800-842-2776.