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Retirement Counseling

Private Consultations

One-on-one consultations are available throughout the year with Fidelity Investments and TIAA-CREF. These consultations are private face-to-face or over the phone sessions. The representatives are ready to help you if you need assistance. Appointments are available on a first-come, first-serve basis. You may reserve an appointment with a representative by calling or clicking on the appropriate link below.

TIAA-CREF Fidelity

Representative: Louis Bundy
1-866-843-5640
www.tiaa-cref.org/letstalk1

Representatives: Tommy Thompson & Russell Jeanis
1-800-642-7131
www.fidelity.com/atwork/reservations

Customer Service and Websites

To assist employees in determining how to invest their funds, tools and assistance are also provided on both Fidelity Investments and TIAA-CREF's websites.   

TIAA-CREF Fidelity Investments
1-800-842-2776
www.tiaa-cref.org/public/index.html
1-800-343-0860 
nb.fidelity.com/public/nb/atwork/home