Resources
- Orientation Videos
- Eligibility Chart
- Benefits Guide
- Benefit Plan Documents and Policies
- Benefits Vendor Contact Information
Primary Retirement Plans
Supplemental Retirement Plans
Financial Planning & Education
All employees regardless of employment classification have access to a variety of financial education resources through NAU retirement providers including individual retirement counseling sessions, financial education webinars and retirement planning tools.
You can meet with a representative for an individual retirement counseling session to learn about your retirement plan options and the best investment mix and strategy to meet your retirement goals.
ORP & 403(b) Investment Provider
To schedule a phone or virtual appointment for the dates listed below use Fidelity’s online scheduler or call (800) 343-0860 to schedule.
Contact Ryan Barton, your Fidelity representative, at ryan.barton@fmr.com or call 480-322-9743 with questions.
- Wednesday, April 15th – 8 a.m. – 5 p.m. (on Campus in Centennial)
How to use Fidelity’s appointment scheduler Accordion Closed
- Go to the Fidelity online scheduler.
- Enter your employer – Arizona University System
- Select Virtual Appointment (Zoom) or In-Person
- Select Appointment Date & Time
- Enter requested information
- Click Schedule Appointment
Financial Education & Resources
Visit the NAU Home Page to learn more about ORP and 403(b) plan & investment options. Here you can also access Fidelity’s tools and resources.
- Fidelity offers both live and on-demand webinars on a variety of topics. View On-demand web workshops
- 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!
ORP & 403(B) Investment provider
To schedule a phone or virtual appointment use the TIAA online meeting scheduler.
Contact Kevin Collins at Kevin.Collins@TIAA.org or call Amber Knickerbocker at (319) 356-8010 with questions.
- Tuesday, April 22nd – 8 a.m. – 5p.m. (on Campus in Centennial)
- Wednesday, April 23rd – 8 a.m. – 5 p.m. (on Campus in Centennial)
- Thursday, April 24th – 8 a.m. – 5 p.m. (on Campus in Centennial)
How to use the TIAA online meeting scheduler Accordion Closed
- 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’
Financial Education & Resources
Visit TIAA’s Arizona University System Home Page to learn more about ORP and 403(b) plan & investment options.
- TIAA offers both live and on-demand webinars on a variety of topics. Visit TIAA’s Webinar Lounge.
- Visit Insights to access TIAA’s tools, videos and advisors that help you prepare for retirement.
Upcoming live webinars
- Wednesday, April 9th at 9 a.m. – Quarterly economic and market update
- Wednesday, April 16th at 9 a.m. – Planning for life milestones
- Wednesday, April 24th at 12 p.m. – Navigating the sandwich generation: Financial strategies for the caregiving squeeze
457(b) Investment Provider
To schedule an appointment with NAU’s representative Randall Neis email him at neisr1@nationwide.com or call (480) 213-4157.
Independent Financial Advisor
To schedule an appointment with a CAPTRUST advisor, visit captrustadvice.com or call (800) 967-9948.
How to use CAPTRUST online scheduler Accordion Closed
- 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.
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.
Explore ASRS member education