The University of Miami offers faculty and staff free options for assistance with financial and retirement planning: a self-directed online program called LTSave which can be found online at www.miami.edu/myUM and one-on-one appointments with representatives from one of the University-approved retirement vendors. Visit www.miami.edu/benefits/retirement to learn more.

LTSave
Use LTSave to estimate whether your savings and benefits will be enough to meet your retirement goals. LTSave also recommends exactly where and how to invest.The University pays the full cost of this service - there is no cost to you. To join, or just learn more about the LTSave investment program, please contact 877-587-2832. Get to the LTSave website online through myUM, www.miami.edu/myUM. Click the
Employee tab, then click the Benefits tab, then click on LTSave.

One-on-One Appointments with Investment Company Representatives
Given the continuing economic turmoil and volatility of financial markets, many individual investors and retirement plan participants are worried and/or confused about their retirement plans. Many employees have been seeking guidance on sources of potential stability. There are a number of things you can do. Employees are encouraged to schedule a meeting with a retirement consultant. Schedule an appointment to meet with a representative from one of the University’s approved retirement vendors. To make an appointment with:

Fidelity Investments: contact Michael Erbaio 239-560-0701 or at Michael.Erbaio@FMR.com
Lincoln Financial Group: contact Theresa Yong at 305-245-7332 or at Theresa.Yong@LFG.com
TIAA-CREF: contact 866-842-3357, extension 261304, or visit www.tiaa-cref.org/moc
T. Rowe Price: contact 800-492-7670
Valic: contact 305-817-2250