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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, November 7, 2017 Illini Union, Room 317
Wednesday, November 8, 2017 Illini Union, Room 317
Wednesday, November 15, 2017 Illini Union, Room 317
Friday, December 1, 2017 Illini Union, Room 317
Wednesday, December 13, 2017 Illini Union, Room 317
Thursday, December 14, 2017 Illini Union, Room 317
Chicago
Tuesday, November 28, 2017 Human Resources Building, Rm 205A
Wednesday, November 29, 2017 Student Center East, Prairie Room
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.

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, October 5, 2017 Illini Union, Room 403
Monday, October 30, 2017 Illini Union, Room 403
Sunday, November 5, 2017 Illini Union, Room 403
Monday, November 20, 2017 Illini Union, Room 403
Monday, December 11, 2017 Illini Union, Rooms 403 and 408
Chicago
Monday, October 2, 2017 Student Center West, Room 204
Wednesday, October 18, 2017 Student Center West, Room 204
Thursday, October 19, 2017 Student Center West, Room 204
Monday, November 27, 2017 Student Center West, Room 204
Tuesday, November 28, 2017 Student Center West, Room 204
Tuesday, December 12, 2017 Student Center East, Prairie Room
Springfield
Friday, October 27, 2017 Business Services Bldg, 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.


Maintained by University Human Resources | Contact Information | Last Update: 06-November-2017 | ID: 2854