Human Resources > Benefits > 403(b) Retirement Plan > Individual Counseling Sessions

Individual Counseling Sessions

Calculator, Pen and Documents on a Desktop


An individual consultation may help you simplify your retirement planning and better understand your benefits by:

  • Tapping into Fidelity’s and TIAA’s experience and expertise;
  • Guiding you to develop a personalized actionable plan and make decisions to help you meet your financial goals; and
  • Reviewing your retirement income options and exploring your plan benefits in detail.


Fidelity and TIAA are currently offering confidential one-on-one retirement planning sessions over the phone or through a virtual meeting. To schedule an appointment, contact Fidelity or TIAA directly.


Fidelity Individual Counseling Sessions 

Schedule online through Fidelity’s website or by calling (800) 642-7131 on weekdays from 7 a.m. to 11 p.m. (CST). Access TTY service for the hearing impaired at (800) 259-9743.


Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. Before investing in any mutual fund, please carefully consider the investment objectives, risks, charges, and expenses. For this and other information, please call or write Fidelity for a free prospectus. Read it carefully before you invest.


TIAA Individual Counseling Sessions

Schedule online through TIAA’s website or by calling (800) 732-8353 on weekdays from 7 a.m. to 7 p.m. (CST).


TIAA does not offer tax advice. See your tax advisor regarding your particular situation. Investing in securities involves risk, including possible loss of principal. Before investing in any mutual fund, please carefully consider the investment objectives, risks, charges, and expenses. For this and other information please call or write TIAA for a free prospectus. Read it carefully before you invest.

TIAA Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Brokerage services are provided by TIAA Brokerage Services, a division of TIAA Individual & Institutional Services, LLC, members FINRA and SIPC. Insurance and annuity products issued by TIAA (Teachers Insurance and Annuity Association), New York, NY and TIAA Life Insurance Co., New York, NY.© 2009 and prior years Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA)​, New York, NY 1001