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2011/2012 Schedule for 403B, ORP and VRS 457 Deferred Compensation Plan On Campus Counseling


 

One-On-One Counseling Sessions

Let these companies help you make financial decisions that are right for you. Schedule an appointment today with a consultant to discuss your personal financial situation on a confidential basis. They will be available to discuss how to help meet you financial goals with products, such as mutual funds and annuities, or other financial matters you have.Sessions start at 9:00 a.m. - 5:00 p.m. and will be held at Wine Price 2nd Floor, North Campus, 752 Ott Street. 

VALIC matching plan review

2011 Schedule
January 4
February 1   
March 1           
April 11            
May 3           
June 7           
July 5 
August 2 *Conference Room 5
September 6
October 11 *Conference Room 2
November 1 
December 6

2012 Schudule
January 3
February 7 
March 6          
April 3           
May 1          
June 5        
July 3
August 7
September 4
October 2
November 6
December 4
             
To schedule an appointment in advance call 1-888-477-2680 or emailsean.lankard@valic.com or email michael_cooley@valic.com or by phone at 1-800-892-5558 Ext. 88900

Fidelity on campus dates for one-on-one counseling 

2011 Schedule
January 14                    
February 18                      
March 10 *Cancelled                
April 20
May 24
June 14
July 26
August 18 
September 23
October 14
November 21
December 9

2012 Schedule
January 20
February 22
March 16     
April 19
May 10
June 1

To schedule an appointment call 1-800-642-7131 or log on towww.fidelity.com/atwork/reservations

TIAA-CREF on campus dates for one-on-one counseling

2011 Schedule
January 19       
February 10                   
March 16  - 17         
April 6 - 7
May 5
June 7
July 13
August 11
September 7 
September 8
October 12 - 13
November 10
December 8

2012 Schedule
January 12      
February 8                 
March 13        
April 11 - 12
May 9
June 7
July 10
August 8 - 9
September 11 - 12
October 10
November 8
December 11

To schedule an appointment call 1-866-842-2044 or log on to www.tiaa-cref.org/moc.
             

Published: Tuesday, November 22, 2011

Last Updated: Tuesday, March 1, 2016

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