Contact a Retirement Vendor
Fidelity Investments
Ryan Barton 480-322-9743 ryan.barton@fmr.comTIAA
Donn Fitch, CFP 866-548-3705 ext. 453209 or 480-350-3209 dfitch@tiaa.orgNationwide Retirement Solutions
Randall Neis
480-213-4157
neisr1@nationwide.com
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) 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.
- Monday, November 14th – 9:00 a.m. to 3:00 p.m.
- Wednesday, November 23rd– 9:00 a.m. to 3:00 p.m.
- Tuesday, November 29th – 9:00 a.m. to 3:00 p.m.
- Tuesday, December 6th – 9:45 a.m. to 3:00 p.m.
- Monday, December 12th – 9:00 a.m. to 3:00 p.m.
- Tuesday, December 20th – 9:45 a.m. to 3:00 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.
TIAA – ORP & 403(b) Accordion Closed
To schedule a phone or virtual appointment for the dates listed below use the TIAA online meeting scheduler.
- Thursday, December 15th – 9:00 a.m. to 5:00 p.m. (In-Person)
- Friday, December 16th – 9:00 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’
Nationwide – 457 Accordion Closed
To schedule and appointment with NAU’s representative Randall Neis email neisr1@nationwide.com or call 480-213-4157.
Financial Education
The retirement providers each offer a wide variety of financial education, tools and resources
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
- Opening doors to the future – Save in a 529 college savings plan – Wednesday, December 7th at 10:00 a.m. MST
- Help protect you, your family, and your money (cyber security) – Wednesday, December 7th at 10:00 a.m. MST
- Tax Planning Considerations – Thursday, December 8th at 10:00 a.m. MST
- Write your next chapter—5 steps to setting your retirement date – Thursday, December 8th at 1:00 p.m. MST
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.