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  • Benefits – Financial Planning

Resources

  • Orientation Videos
  • Eligibility Chart
  • Benefits Guide
  • Benefit Plan Documents and Policies
  • Benefits Vendor Contact Information

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
  • Fidelity – ORP & 403(b) Tab Open

  • TIAA – ORP & 403(b) Tab Closed

  • Nationwide – 457 Tab Closed

  • 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.

  • Tuesday, September 26th – 9:00 a.m. to 4:00 pm. (On Campus)
  • Wednesday, September 27th – 9:00 a.m. to 4:00 pm. (On Campus)

How to use the Fidelity online appointment scheduler

  1. Go to the Fidelity online scheduler.
  2. Enter your employer – Arizona University System
  3. Select Phone or Virtual (Zoom) appointment
  4. 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.

How to use the TIAA online meeting scheduler

  1. Go to the TIAA online meeting scheduler.
  2. Click on the ‘+’ next to the date to view the times available
  3. Click ‘Register’
  4. Fill in the information requested
  5. 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.

How to use CAPTRUST online schedule

  1. Visit captrustadvice.com
  2. Select your Time Zone from drop down list
  3. Locate Date using < >
  4. Click on Date and select Appointment Time
  5. Click Continue
  6. Choose the 30-minute session you wish to attend.
  7. 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

  • Fidelity – ORP & 403(b) Tab Open

  • TIAA – ORP & 403(b) Tab Closed

  • ASRS Tab Closed

  • 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!

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

  • Live with confidence in retirement:  5 steps to creating your retirement income plan (Retire) – Wednesday, August 9th at 9 a.m.
  • Women to Women Charting your course:  A financial guide for women – Thursday, August 17th at 11 a.m.
  • Basic Social Security Strategies – Wednesday, August 23rd at 12 p.m.
  • Invest for Success -Fine tuning your retirement strategy – Tuesday, August 29th at 10 a.m.

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.

Nationwide 457 Accordion Closed

Through March and April Nationwide is hosting webinars focusing on how to enroll in the 457 plan. Additional information below.

  • Learn About 457plan 2023

 

 

Welcome to Human Resources
Location
Building 91
Centennial Building
411 S Beaver Street
Flagstaff, Arizona 86011
Email
HR.Contact@nau.edu
Phone
(928) 523-2223