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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, July 24, 2018 Illini Union, Room 408
Wednesday, July 25, 2018 Illini Union, Room 408
Wednesday, August 22, 2018 Illini Union, Room 408
Thursday, August 23, 2018 Illini Union, Room 408
Friday, August 24, 2018 Illini Union, Room 408
Chicago
Wednesday, July 18, 2018 Student Center East, Rm 610
Friday, July 20, 2018 Human Resources Building, Rm 205A
Tuesday, August 28, 2018 Human Resources Building, Rm 205A
Wednesday, August 29, 2018 Student Center East, Rm 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.

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, July 19 Illini Union, Room 317
Chicago
Thursday, July 12 Student Center East, Prairie Room
Tuesday, August 14 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: 20-June-2018 | ID: 2854