Fidelity Consultant One-On-One Meetings

A Fidelity representative will be on campus for one-on-one consultations on Wednesday, June 22.

Each session lasts approximately 45 minutes and takes place in the human resources conference room in Bergami Hall.

Please note that on-site consultations are designed to help you with more complex retirement planning needs including:

•    Reviewing your portfolio allocation and investment needs, which should be done once per year
•    Making the transition into retirement
•    Bringing multiple accounts together in one place
•    Transferring TIAA-CREF funds to Fidelity

General service-related needs such as plan enrollment, general investment fund questions, beneficiary information or questions about Freedom Fund default options are best directed to Fidelity's customer service number at 1-800-343-0860.  

To reserve an appointment for the one-on-one consultation, call 1-800-642-7131 or log on to www.fidelity.com/atwork/reservations.

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