Contact a Retirement Vendor
Fidelity Investments
Chad McLain
480-322-9743
chad.mclain@fmr.com
TIAA
Donn Fitch, CFP
866-548-3705,
ext. 453209 or
480-350-3209
dfitch@tiaa.org
Nationwide Retirement Solutions
Caleb Lennon, Retirement Specialist
928-899-5016
Customer Service:
1-800-796-9753
lennonc@nationwide.com
Financial planning and education
Our ‘Financial Wellness’ program provides employees access to financial education information three different ways.
- Meet with a representative for an individual retirement counseling session to learn:
- About your retirement plan options
- The best investment mix and strategy to meet your retirement goals
- How to balance your spending priorities in order to save more
- Attend an onsite Retiring from NAU workshop
- Utilize online educational webinars, tools and resources from the Arizona State Retirement, TIAA or Fidelity websites
Financial counseling schedule
You can schedule a phone or virtual appointment with representative from NAU’s investment providers.
Fidelity Accordion Closed
Fidelity is one of the investment providers for the Optional Retirement Plan (ORP) and Voluntary 403(b) plan. To schedule a phone or virtual appointment for the dates listed below use the online scheduler or can call 800-343-0860 to schedule.
- Monday, October 4th – 9:00 a.m. to 4:00 p.m.
- Tuesday, October 26th – 9:00 a.m. to 4:00 p.m.
- Tuesday, November 9th – 9:00 a.m. to 4:00 p.m.
- Thursday, November 18th – 9:00 a.m. to 4:00 p.m.
- Friday, December 3rd – 9:00 a.m. to 4:00 p.m.
- Tuesday, December 7th – 9:00 a.m. to 4:00 p.m.
- Monday December 13th – 9:00 a.m. to 4:00 p.m.
How to use the Fidelity online appointment scheduler
- Go to the Fidelity online scheduler.
- Enter your employer – Arizona University System
- Select Phone or Virtual (Zoom) appointment
- Enter Date or scroll through available dates using the “Previous/Next” buttons at top right.
Fidelity online tools and educational resources
TIAA Accordion Closed
TIAA is one of the investment providers for the Optional Retirement Plan (ORP) and Voluntary 403(b) plan. To schedule a phone or virtual appointment for the dates listed below use the TIAA online meeting scheduler.
- Thursday, October 28th – 8:00 a.m. to 5:00 p.m.
- Friday, October 29th – 8:00 a.m. to 5:00 p.m.
How to use the TIAA online meeting scheduler
- Go to the TIAA online meeting scheduler.
- Click on the ‘+’ next to the date to view the times available
- Click ‘Register’
- Fill in the information requested
- Click ‘Schedule Consultation’
TIAA online tools and educational resources
TIAA offers both live and on-demand webinars on a variety of topics.
- Learn more about virtual counseling
- Stay up-to-date with weekly market commentary
- CARES Act Info.
- Where do I begin?
- Register through the TIAA Live Webinar Lounge
- Explore other available webinars
Public Service Loan Forgiveness (PSLF) Tools.
The PSLF program may be able to help you. Learn more about Public Service Loan Forgiveness and if you meet the requirements. www.tiaa.org/pslf .
Nationwide Financial Accordion Closed
457 Deferred Compensation Plan
To schedule an phone appointment use the online scheduler or contact Caleb Lennon at (928) 899-5016 or lennonc@nationwide.com.
ASRS online tools and resources
Member education is for everyone! It is never too early to plan for your retirement and now you can find even more learning opportunities as an ASRS member. Watch a video, explore via eLearning, attend an online webinar or join a live group meeting.
- ASRS member education
- View the Road to Retirement series.