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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
Thursday, April 13, 2017 Illini Union, Room 409
Wednesday, April 19, 2017 Illini Union, Room 409
Thursday, April 20, 2017 Illini Union, Room 409
Friday, April 21, 2017 Illini Union, Room 409
Tuesday, May 16, 2017 Illini Union, Room 317
Tuesday, May 23, 2017 Illini Union, Room 409
Wednesday, May 24, 2017 Illini Union, Room 409
Thursday, June 1, 2017 Illini Union, Room 409
Friday, June 2, 2017 Illini Union, Room 409
Tuesday, June 13, 2017 Illini Union, Room 409
Wednesday, June 14, 2017 Illini Union, Room 409
Thursday, June 15, 2017 Illini Union, Room 409
Thursday, July 13, 2017 Illini Union, Room 409
Tuesday, July 25, 2017 Illini Union, Room 409
Wednesday, July 26, 2017 Illini Union, Room 409
Thursday, July 27, 2017 Illini Union, Room 409
Chicago
Tuesday, April 25, 2017 UIC HR Building, Room 205A
Wednesday, April 26, 2017 Student Center East, Prairie Room
Tuesday, May 16, 2017 UIC HR Building, Room 205A
Wednesday, May 17, 2017 Student Center East, Room 610
Tuesday, June 20, 2017 UIC HR Building, Room 205A
Friday, June 23, 2017 Student Center East, Room 610
Tuesday, July 18, 2017 UIC HR Building, Room 205A
Wednesday, July 19, 2017 Student Center East, Prairie Room
Springfield
Tuesday, April 18, 2017 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 13, 2017 Illini Union, Room 317
Thursday, May 11, 2017 Illini Union, Room 409
Friday, June 2, 2017 Illini Union, Room 319
Thursday, June 8, 2017 Illini Union, Room 319
Chicago
Friday, April 28, 2017 Student Center West, Room 204
Friday, May 12, 2017 Student Center East, Prairie Room
Monday, June 5, 2017 Student Center West, Room 204
Tuesday, June 6, 2017 Student Center West, Room 204
Tuesday, March 14, 2017 Student Center West, Room 204
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: 03-April-2017 | ID: 2854