Investing in Our People-Retirement Program Financial Consulting

Thank you to those who were able to join one of the two group sessions this week.  I’m sure you will agree that the enhancements that have been made to our plan are exciting.  TIAA-CREF is delivering a quality product, service, and investment options that make for an excellent plan.
 
If you missed the group sessions this week, stay tuned for a link to an online session customized for FPU that will provide the same information.  Meanwhile, the attached Power Point presentation is attached for your reference (Found Here).
 
Sign up now for an individual session with a TIAA-CREF financial advisor
 
In a few weeks, you will have the opportunity to meet with a TIAA-CREF financial advisor to discuss your personal retirement plan and investments.  An advisor will be on Main Campus February 24th – 26thfor 45 minute one-on-one consultations.  You will need to schedule your appointment in advance either online or via phone.  Here’s how:
 
Schedule by phone:      

Call TIAA-CREF’s scheduling department at 1-800-732-8353 (5am to 5pm PST).  You will need to provide your account number or social security number and answer a few screening questions in order to schedule your appointment.

 
Schedule online:            

www.tiaa-cref.org
Click on “Log In” (right side of the screen)
Once you are logged in to your personal account, click on Products & Services then Consultations & Seminars
Click on “At Your Workplace” under the One-on-One Consultation option.
Select from the available dates/times.

 
We anticipate that the first round of one-on-one consultations will fill up quickly.  If you don’t see any dates/times available, not to worry.  We will be offering additional appointments March 4th – 6th and will have that link available for you soon. 
 
Regional Centers:  Please stay tuned for more as we are finalizing dates that the financial advisor will be at your Center the week of March 4th. 
 
More information
If you are not currently enrolled in the Retirement Plan, we encourage you to enroll in the program to begin building your retirement nest egg.  If you meet the eligibility criteria, you can enroll at any time by contacting the Human Resources Department at hr@fresno.edu or (559)453-2245.