Retirement savings on track? Schedule a personal consultation on campus with TIAA rep

tiaa_logo_rgb_pos_jpgAs a University of Colorado employee, you can receive one-on-one investment advice and guidance on CU’s retirement investment plan options. TIAA financial consultants will be on campus in June and July to do just that.

These one-on-one consultations are designed to help CU employees determine the resources necessary to best prepare for the future,  and are available on each CU campus with appointments to fit any schedule.

During your meeting, a TIAA financial consultant will help you answer three questions:

  • Am I on track to reach my retirement goals?
  • Which asset allocation mix and investment strategy is right for me?
  • How can I meet my income needs in retirement?

TIAA consultants don’t work on commission and won’t push products; they’ll work to understand your situation and goals, then provide education and guidance tailored to your needs. While the meeting’s focus is retirement planning, TIAA consultants also offer an opportunity to discuss other financial issues or concerns.

“Just as you visit your doctor for your annual physical checkup, the same should hold true for the review of your retirement planning,” says Elizabeth Stemper, principal at Innovest Portfolio Solutions, LLC, the university’s independent retirement plan consultant. “We encourage participants to meet at least annually with a financial consultant – the knowledge you gain will help empower you to focus on achieving your retirement goals through informed choices throughout the planning process.”

These consultations are also encouraged for CU faculty and staff who have money in funds with previous employers or with CU’s former retirement vendors, following last year’s plan changes. TIAA’s consultants can walk employees through the steps to move their money over to CU’s new lineup, if appropriate.

TIAA financial consultants will be on the UCCS campus to meet with employees from 9 a.m. to 4 p.m. June 28-29 and July 5-6 in Cragmor Hall.

To schedule an appointment, call 1-800-732-8353, or sign up online.

After your session, use Employee Services’ online feedback form to tell us about your experience.

Written by RyAnne Scott

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