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Retirement & Investment Plans

Investment Company Visits, Counseling, and Seminars


403(b) Seminars

Representatives from TIAA and Fidelity regularly present seminars at each campus. A variety of seminars are offered to address the needs of new employees (or employees who are new to investing), mid-career employees (or employees who have more experience with investing), and employees who are nearing retirement. See the Seminar Registration page for a description of current seminars.


403(b) and SURS SMP One-on-One Counseling

Representatives from TIAA and Fidelity, the investment companies for both the 403(b) Plan and the SURS Self-Managed Plan (SMP), visit each campus regularly to offer FREE one-on-one counseling sessions for University of Illinois employees.

Representatives from the investment companies can not offer tax advice, but they can help answer your questions about the 403(b) and the SURS SMP and funds offered. If you need advice, consult a tax advisor regarding your particular situation.

TIAA
Visit the TIAA counseling registration website or call TIAA at 800-732-8353 to schedule a counseling appointment. TIAA will visit the University of Illinois campuses on the following days:
Campus Date Location
Urbana
Tuesday, April 12, 2016 Illini Union, Room 317
Wednesday, April 13, 2016 Illini Union, Room 408
Thursday, April 14, 2016 Illini Union, Room 408
Friday, April 15, 2016 Illini Union, Room 317
Wednesday, May 11, 2016 Illini Union, Room 317
Thursday, May 12, 2016 Illini Union, Room 317
Friday, May 13, 2016 Illini Union, Room 317
Wednesday, May 25, 2016 Illini Union, Room 317
Thursday, May 26, 2016 Illini Union, Room 317
Chicago
Tuesday, April 19, 2016 UIC HR Building, Room 205A
Wednesday, April 20, 2016 Student Center East, Prairie Room
Tuesday, May 24, 2016 UIC HR Building, Room 205A
Wednesday, May 25, 2016 Student Center East, Room 610
Springfield
Tuesday, May 10, 2016 Business Services Building Rm 31
Peoria College of Medicine Please contact your local Human Resources office for information.
Rockford College of Medicine Please contact your local Human Resources office for information.

Fidelity Investments
Visit the Fidelity registration website or call Fidelity at 800-642-7131 to schedule a counseling appointment. Fidelity will visit the University of Illinois campuses on the following days:
Campus Date Location
Urbana
Thursday, April 21, 2016 Illini Union, Room 409
Wednesday, May 25, 2016 Illini Union, Room 408
Thursday, May 26, 2016 Illini Union, Room 409
Thursday, June 16, 2016 Illini Union, Room 409
Monday, June 27, 2016 Illini Union, Room 409
Chicago
Friday, April 22, 2016 Student Center East, Room 610
Friday, April 29, 2016 Student Center West, Room 204
Tuesday, May 17, 2016 Student Center West, Room 204
Monday, May 23, 2016 Student Center East, Room 611
Wednesday, June 8, 2016 Student Center West, Room 204
Friday, June 10, 2016 Student Center East, Room 610
Springfield Please contact University Payroll and Benefits.
Peoria College of Medicine Please contact your local Human Resources office for information.
Rockford College of Medicine Please contact your local Human Resources office for information.


Maintained by University Human Resources | Contact Information | Last Update: 28-April-2016 | ID: 2854