Did you know that as a University of Colorado employee, you can receive one-on-one investment advice and guidance on CU’s retirement investment plan options? TIAA financial consultants will be on campus in June and July to do just that.
Designed to help CU employees determine the resources necessary to best prepare for the future, these one-on-one consultations are available on each CU campus with appointments to fit any schedule.
During your meeting, a TIAA financial consultant will help you answer three questions:
- Am I on track to reach my retirement goals?
- Which asset allocation mix and investment strategy is right for me?
- How can I meet my income needs in retirement?
TIAA consultants don’t work on commission and won’t push products; they’ll work to understand your situation and goals then provide education and guidance tailored to your needs. While the meeting’s focus is retirement planning, they also provide an opportunity to discuss other financial issues or concerns.
“Just as you visit your doctor for your annual physical checkup, the same should hold true for the review of your retirement planning,” said Elizabeth Stemper, principal at Innovest Portfolio Solutions, LLC, the university’s independent retirement plan consultant. “We encourage participants to meet at least annually with a financial consultant – the knowledge you gain will help empower you to focus on achieving your retirement goals through informed choices throughout the planning process.”
These consultations are also encouraged for CU faculty and staff who have money in funds with previous employers or with CU’s former retirement vendors, following last year’s plan changes. TIAA’s consultants can walk employees through the steps to move their money over to CU’s new lineup, if appropriate.
TIAA financial consultants will be on the CU Boulder campus to meet with employees from:
- 9 a.m. to 4 p.m. June 20, UMC, Room 382
- 9 a.m. to 4 p.m. June 21-22, UMC, Room 404
- 9 a.m. to 4 p.m. June 23, UMC, Aspen Rooms
- 9 a.m. to 4 p.m. June 24, UMC, Room 404
- 8 a.m. to 5 p.m. June 27-July1, UMC, Room 404
- 9 a.m. to 4 p.m. July 5-6, UMC, Room 404
- 8 a.m. to 5 p.m. July 7, UMC, Room 386
- 8 a.m. to 5 p.m. July 8, UMC, Room 404
- 9 a.m. to 4 p.m. July 20-21, UMC, Room 404
- 8 a.m. to 5 p.m. July 26-28, UMC, Room 404
To schedule an appointment, call 1-800-732-8353, or sign up online.
After your session, use Employee Services' online feedback form to tell us about your experience.
