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
January 25th or 29th
February 4th, 6th or 8th
March 5th or 8th
April 8th, 12th or 15th
May 6th, 16th or 20th
June 12th, 21st or 28th
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
January

8th, 9th, 17th, 28th

February 1st, 20th, 22nd
March 12th, 13th, 28th
April 2nd, 3rd, 18th
May 8th, 9th, 14th
June 11th, 20th, 26th
July 17th, 18th, 23rd
August 13th, 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.