Retirement Information

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

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.
2018 Fidelity Investments Consultation Dates:

Meeting Location is at HR Office @ 2 Leavitt Lane (across from Central Receiving loading dock ) Available time slots are 8am - 4:30pm.

Month Available Dates
June 7th, 25th or 28th
July 3rd, 25th or 31st
August 2nd, 9th or 10th
September 5th, 7th or 26th
October 2nd, 4th or 17th
November 6th, 14th or 21st
December 6th, 11th or 17th
Schedule a 'One-on-One' consulation with a Fidelity representative:

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

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 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
2018 TIAA Financial Services Consultation Dates: 

Meeting Location is at HR Office @ 2 Leavitt Lane (across from Central Receiving loading dock ) Available time slots are 8am - 4:30pm.

Month Available Dates
June 14th, 15th or 19th
July 12th, 13th or 17th
August 16th, 17th or 21st
September 13th, 14th or 18th
October 11th, 12th or 16th
November 1st, 8th or 13th
December 12th, 14th or 18th
Schedule a 'One-on-One' consultation with a TIAA representative: 
 

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