退休

你可以安排 “一对一” Information Sessions with either 富达投资集团 or TIAA Financial Services representatives via FREE  telephone consultations. See the scheduling instructions below.

CAPTRUST

2024年新品! You can also utilize CAPTRUST for independent, unbiased investment advice. CAPTRUST serves as your single point of contact for advice and can make recommendations about your investment funds, based on your needs and fund performance. Schedule your free appointment or call CAPTRUST at 800-967-9948.

富达投资集团

TIAA Financial Services

富达投资集团: “一对一” Consultations

Individual meetings are designed to help you answer the following questions:

  • Am I on track to reach my retirement goals?
  • Am I making the most of my workplace savings plan?

To get the most out of your appointment:

  • Prepare a list of questions or topics that you wish to discuss.
  • Bring your most recent retirement plan statement.
  • Please allow sufficient time in the event that appointments run longer than the allotted time.

Schedule a 'One-on-One' consultation with our Fidelity representatives

  • 在线 (Recommended method):  网上时间表: getguidance.忠诚.com
    • 雇主是 University System of New Hampshire
  • 电话:   致电800-642-7131 (open from 8am-9pm EST) to schedule an appointment on campus closest to you.
  • Once scheduled, if you have questions prior to your appointment, contact Paul Bolles at 保罗.bolles@fmr.com

仅供参考 - One-on-One consultations run approximately 60分钟.  Spouses and guests are welcome to attend.

富达投资集团 Telephone Counseling Center

If you are unable to attend an individual meeting on a campus, Fidelity 退休 Services Specialists are also available for telephone consultations at 1-800-343-0860, Monday-Friday, 8:00am to midnight EST.

TIAA “一对一” Consultations 

Take advantage of TIAA's Individual Counseling Sessions. A TIAA Individual Consultant will be available to meet with you personally and answer any questions you may have about your financial future.

Meeting with a TIAA Consultant can help you evaluate your current financial plan and make some informed decisions.  Possible topics include:

  • A review of your current situation -- contracts, accumulations and allocations
  • Estimates of your retirement income based on current accumulations and projected start date (using hypothetical interest rates)
  • Illustration of personalized TIAA portfolio based on answers to risk questionnaire
  • Any other aspect of retirement planning you wish to discuss

Schedule a 'One-on-One' consultation with a TIAA代表: 
 

仅供参考 - Sessions last approx. 60分钟.  Spouses and guests are welcome during appointments.  Please have your most recent Quarterly statement with you if you have one.

 

TIAA Telephone Counseling Center 

You can speak with a TIAA consultant, 一周6天, Monday through Friday from 8am-10pm, and Saturday from 9am-6pm by calling 1-800-842-2776.