Make Use of Online Retirement Planning Consultations
One-on-one consultations for employees, with the retirement advisors from TIAA and Fidelity, can be done remotely.
- published: 2021/09/23
- contact: Human Resources
- phone: 402.554.3998
- email: unobenefits@unomaha.edu
TIAA and Fidelity are available to work with employees remotely, by phone, email, webex, virtual meetings (phone or video), websites and other channels for the safety of our campus community.
Faculty and staff can schedule phone/virtual appointments through the following ways:
TIAA – Call 1.800.732.8353
Fidelity – Jason Cronick is UNO's Fidelity representative. He is offering personal retirement consultations as well as group Q&A sessions. Learn more:
Also, be sure to take advantage of upcoming retirement webinars offered by TIAA. You do not need to be a TIAA member to participate in these webinars.
About Your Consultation
During your consultation, you will be able to:
- Ask questions about saving for retirement and other goals
- Evaluate investment choices that meet your needs
- Create an action plan to get and stay on track for retirement
- Review retirement income options
What questions should you ask?
- How much do I need to save to reach my financial goals?
- What asset allocation mix makes sense for me?
- What investment strategy should I consider?
Additional Resources
The TIAA and Fidelity websites also offer resources:
TIAA
Visit the TIAA website and Click on the “Learn” tab for a wide variety of articles or log-in to your account and click on “Resources” for even more.
Content-specific webinars are also available at www.tiaa.org/webinars.
Fidelity
Visit the Fidelity website and click on the “Planning and Advice” tab.
Pre-Retirement Seminars
The University of Nebraska-Lincoln has produced a series of recored pre-retirement seminars that can be accessed online.
Questions?
Please contact the Benefits office by email, unobenefits@unomaha.edu, with any retirement-related questions you may have.
About the University of Nebraska at Omaha
Located in one of America’s best cities to live, work and learn, the University of Nebraska at Omaha (UNO) is Nebraska’s premier metropolitan university. With more than 15,000 students enrolled in 200-plus programs of study, UNO is recognized nationally for its online education, graduate education, military friendliness and community engagement efforts. Founded in 1908, UNO has served learners of all backgrounds for more than 100 years and is dedicated to another century of excellence both in the classroom and in the community.
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