Fidelity Investments and TIAA-CREF
Retirement Planning and Investment Counseling
Fidelity Investments and TIAA-CREF have retirement counselors who meet one-on-one with employees, retirees and their spouses to discuss retirement planning and investment options. Having access to Fidelity Investment and TIAA-CREF retirement counselors is a tremendous value to employees of Indiana University.
Fidelity Investments
Fidelity Investments counselors are scheduling sessions on the Bloomington and Indianapolis campuses at least once a month. See the Counseling Sessions Web page for exact dates. To schedule an appointment with a Fidelity Investments retirement counselor, call 800-642-7131.
TIAA-CREF
TIAA-CREF counselors are scheduling sessions on the Bloomington and Indianapolis campuses at least once a week. See the Counseling Sessions Web page for these exact dates as well as dates of sessions on other campuses. To schedule an appointment with a TIAA-CREF retirement counselor, call 877-267-4507 or sign up online at TIAA-CREF's Web site.

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