Online Retirement Planning Consultations
One-on-one consultations for employees, with the retirement advisors from TIAA and Fidelity, can be done digitally.
- published: 2020/10/12
- contact: Human Resources
- phone: 402.554.3998
- email: unobenefits@unomaha.edu
TIAA and Fidelity have cancelled on-campus consultation due to precautions regarding COVID-19.
Both companies are still available to work with employees remotely, by phone, email, webex, virtual meetings (phone or video), websites and other channels.
Faculty and staff can call the same numbers as before to schedule phone/virtual appointments:
TIAA – 1.800.732.8353
Fidelity – 1.800.642.7131 | NOTE: To avoid long wait times, schedule your phone consultation by visiting getguidance.fidelity.com.
Also, be sure to take advantage of upcoming retirement webinars offered by both TIAA and Fidelity.
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.
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