July 31, 2009 — Four of the University of Miami’s approved retirement vendors will visit the University in August to help with financial questions about your retirement plan. Employees are encouraged to schedule a meeting with a retirement consultant.
Fidelity Investments visits the Miller School campus on Thursday, August 6 and the Coral Gables campus on Friday, August 7. To schedule an appointment, visit the Fidelity Web site at www.fidelity.com/atwork/reservations or call 888-788-7500.
VALIC visits the Miller School campus on Tuesday, August 11. To schedule an appointment, call Brad Baumgartner at 786-205-5617 or e-mail him at .(JavaScript must be enabled to view this email address).
TIAA-CREF visits the Coral Gables campus on Monday, August 17 and Tuesday, August 18, and the Miller School campus on Wednesday, August 19 and Thursday, August 20. To schedule an appointment, visit the TIAA-CREF Web site at www.tiaa-cref.org/moc or call 866-842-3357, Ext. 261304.
Lincoln Financial Group visits the Coral Gables campus on Monday, August 24, the Miller School campus on Tuesday, August 25, and the Rosenstiel School campus on Wednesday, August 26. 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).
Also, don't forget that you can contact LTSave at any time for free investment advice at 877-587-2832.
