Financial Planning and Education FAQs

If I am enrolled in ASRS, can I meet with a financial planner? Accordion Closed

Yes, you can meet with a representative of any of NAU’s retirement vendors.

How do I make an appointment with a financial representative? Accordion Closed

Most of the retirement vendors come to NAU or hold virtual meetings monthly. Visit the financial planning page.

Can I participate in the webinars offered by an investment provider if I do not contribute to their plan? Accordion Closed

Any employee type can participate in the webinars offered but you must create a guest account. Visit the Vendor Contact webpage which includes the provider’s website address and customer service phone number.

What type of financial educational resources are available? Accordion Closed

The retirement providers offer both live and on-demand webinars on a variety of topics.

Fidelity

• View On-demand web workshops
• Tools and resources for current Fidelity participants
• Resources for non-Fidelity participants

TIAA

• Learn more about virtual counseling
• Visit TIAA.org/webinars to register or watch past presentations on demand.
• Explore available webinars
• Stay up-to-date with weekly market commentary
• How to handle the ups and downs of the market

ASRS

• ASRS member education
• View the Road to Retirement

Nationwide

• Visit the 457 Learning Tools Index

Still have questions??

Review additional FAQs on other Benefit plans or contact the Benefits Team at nauhrbenefits@nau.edu or call (928) 523-2223.