Contact a Retirement Vendor
Fidelity Investments
- Ryan Barton
- 480-322-9743
- ryan.barton@fmr.com
TIAA
- Donn Fitch, CFP
- 866-548-3705 ext. 453209 or
- 480-350-3209 dfitch@tiaa.org
Nationwide Retirement Solutions
- Randall Neis
- 480-213-4157
- neisr1@nationwide.com
CAPTRUST
- (800) 967-9948
Financial Planning and Education
Employees have access to a variety of financial education resources through NAU retirement providers.
Individual retirement counseling sessions
You can 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
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Fidelity – ORP & 403(b) Tab Open
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TIAA – ORP & 403(b) Tab Closed
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Nationwide – 457 Tab Closed
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CAPTRUST Tab Closed
Fidelity – ORP & 403(b) Accordion Open
To schedule a phone or virtual appointment for the dates listed below use Fidelity’s online scheduler or call 800-343-0860 to schedule.
- Thursday, April 4th – 9:00 a.m. to 3:45 p.m.
- Tuesday, April 9th – 9:00 a.m. to 3:45 p.m.
- Tuesday, April 16th – 9:00 a.m. to 4:00 p.m. (On Campus in Centennial)
- Monday, May 6th – 9:00 a.m. to 2:15 p.m.
- Wednesday, May 22nd – 9:00 a.m. to 3:45 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.
TIAA – ORP & 403(b) Accordion Closed
To schedule a phone or virtual appointment for the dates listed below use the TIAA online meeting scheduler.
- Tuesday, April 9th – 8:00 a.m. to 5 p.m. (On Campus in Centennial) with Scott Rethford
- Wednesday, April 10th – 8:00 a.m. to 5 p.m. (On Campus in Centennial) with Scott Rethford
- Thursday, April 11th – 8:00 a.m. to 5 p.m. (On Campus in Centennial) with Scott Rethford
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’
Nationwide – 457 Accordion Closed
To schedule and appointment with NAU’s representative Randall Neis email neisr1@nationwide.com or call 480-213-4157.
CAPTRUST Accordion Closed
To schedule an appointment with a CAPTRUST advisor, visit captrustadvice.com or call (800) 967-9948.
- Thursday, Aprill 11th
- Friday, April 12th
- Wednesday, April 22nd
- Thursday, May 23rd
How to use CAPTRUST online schedule
- Visit captrustadvice.com
- Select your Time Zone from drop down list
- Locate Date using < >
- Click on Date and select Appointment Time
- Click Continue
- Choose the 30-minute session you wish to attend.
- Enter your information and click Schedule It. A confirmation email will then be sent immediately.
If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.
Financial Education
The retirement providers each offer a wide variety of financial education, tools and resources
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Fidelity – ORP & 403(b) Tab Open
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TIAA – ORP & 403(b) Tab Closed
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ASRS Tab Closed
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Nationwide 457 Tab Closed
Fidelity – ORP & 403(b) Accordion Open
Fidelity offers both live and on-demand webinars on a variety of topics.
- View On-demand web workshops
- Tools and resources for current Fidelity participants
- Resources for non-Fidelity participants
Watch this quick three-minute video to see all the help you can take advantage of and take your next steps towards financial wellness today!
Upcoming live webinars
TIAA – ORP & 403(b) Accordion Closed
TIAA offers both live and on-demand webinars on a variety of topics.
- 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
Upcoming live webinars
- Wednesday, April 10th at 9 a.m. – Quarterly economic and market update
- Tuesday, April 16th at 11 a.m. – Fine-tuning your retirement strategy: Investing toward a secure future
- Thursday, April 18th at 1 p.m. – Start to Finish: The early career woman’s guide to financial wisdom
- Wednesday, April 24th at 11 a.m. – Staying safe in the Age of AI
- Wednesday, May 1st at 10 a.m. – Opening Doors To the Future: Save in a 529 College Savings Plan
- Tuesday, May 7th at 12 p.m. – Invest for Success: Five principles you need to know
- Thursday, May 16th at 1 p.m. – Basic Estate Planning Strategies
- Tuesday, May 21st at 11 a.m. – Make the move toward long-term financial security: Your mid-year retirement check in
ASRS Accordion Closed
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.
Online tools and resources
- ASRS member education
- View the Road to Retirement series.