Benefits Plans - Retirement Savings Plans: webinars, calculators and tools

Videos and Webinars

View these videos to learn more about financial planning and the free custom investment advice you can receive from TIAA-CREF and Fidelity:

TIAA-CREF
TIAA-CREF Custom Advice and Planning (2 minutes)
TIAA-CREF Retirement Advisor: Your Personalized Investment and Savings Plan (2.75 minutes)
TIAA-CREF On-demand webinars

Fidelity
Money Firsts — Information for younger investors including articles, videos and tools to get you in better financial shape today to do a whole lot more tomorrow. Like buy your first car, or your first home.
Fidelity: Creating a Retirement Income Plan (3 minutes)
Fidelity Videos and Podcasts

Calculators

The following calculators can help you with your financial planning and set retirement savings goals:

Learn more about Personal Finance.

Worskshops or Individual Counseling

TIAA-CREF: To reserve your space in a workshop or to schedule an in-person consultation, call:
TIAA-CREF Ann Arbor Office 800-732-8353, or click
Meetings and One on One Counseling.

Fidelity Investments: Fidelity offers individual counseling sessions to University of Michigan faculty and staff who have retirement funds invested in accounts with Fidelity. You will meet with an experienced Fidelity counselor for approximately 45 minutes. To schedule an appointment, call Fidelity at 1-800-642-7131 or visit www.netbenefits.com/uofm.

 

See also Savings Tune-Up

 

Limitations
The University of Michigan in its sole discretion may modify, amend, or terminate the benefits provided with respect to any individual receiving benefits, including active employees, retirees, and their dependents. Although the university has elected to provide these benefits this year, no individual has a vested right to any of the benefits provided. Nothing in these materials gives any individual the right to continued benefits beyond the time the university modifies, amends, or terminates the benefit. Anyone seeking or accepting any of the benefits provided will be deemed to have accepted the terms of the benefits programs and the university's right to modify, amend or terminate them.