Retirement

You can schedule "One-on-One" Information Sessions with either Fidelity Investments or TIAA Financial Services representatives via FREE  telephone consultations. See the scheduling instructions below.

CAPTRUST

New for 2024! You can also utilize CAPTRUST for independent, unbiased investment advice. CAPTRUST serves as your single point of contact for advice and can make recommendations about your investment funds, based on your needs and fund performance. Schedule your free appointment or call CAPTRUST at 800-967-9948.

Fidelity Investments

TIAA Financial Services

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.

Schedule a 'One-on-One' consultation with our Fidelity representatives

  • Online (Recommended method):  Schedule online at getguidance.fidelity.com
    • ​  Employer is University System of New Hampshire
  • 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

Schedule a 'One-on-One' consultation with a TIAA representative: 
 

FYI - Sessions last approx. 60 minutes.  Spouses and guests are welcome during appointments.  Please have 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.