August 26, 2009 —
All five of UM’s approved retirement vendors are slated for September visits to help with financial questions about your retirement plan. Employees are encouraged to schedule a meeting with a retirement consultant.
VALIC visits the University on Tuesday, September 8 at the Miller School campus. To schedule an appointment, call 786-205-5617 or e-mail .(JavaScript must be enabled to view this email address).
Fidelity Investments visits the University on Thursday, September 10 at the Coral Gables campus and Friday, September 11 at the Miller School campus. Tos chedule an appointment, visit Fidelity’s Web site at www.fidelity.com/atwork/reservations or call 888-788-7500.
TIAA-CREF visits the University on Monday, September 14 and Tuesday, September 15 at the Coral Gables campus, and Wednesday, September 16 and Thursday, September 17 at the Miller School campus. To schedule an appointment, visit www.tiaa-cref.org/moc or call 866-842-3357, extension 261304.
Lincoln Financial Group visits the University on Monday, September 21 at the Coral Gables campus, on Tuesday, September 22 at the Miller School campus, and on Wednesday, September 23 at the Rosenstiel School campus. To schedule an appointment, call Theresa Yong at 305-245-7332 or e-mail her at .(JavaScript must be enabled to view this email address).
T. Rowe Price visits the University on Monday, September 28 at the Coral Gables campus and on Tuesday, September 29 at the Miller School campus. To schedule an appointment, visit the company’s Web site at inter.viewcentral.com/reg/troweprice/Miami.
