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 or any of the other UNH/USNH campuses.  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.
2019 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
September 3rd, 13th or 16th
October 7th, 21st or 25th
November 1st, 4th or 27th
December 6th, 9th or 17th
Schedule a 'One-on-One' consultation with Fidelity representative:

To schedule your meeting:

  • Online (Recommended method):  Schedule online at getguidance.fidelity.com
  • 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
2019 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
August 21st, 23rd
September 10th, 18th, 19th
October 2nd 3rd, 22nd
November 5th, 13th, 14th
December 3rd, 18th, 20th
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.