Representatives from Fidelity, TIAA-CREF, and SURS will provide information and tools to assist you in retirement planning. A variety of topics are covered, including how to set financial goals, options to help manage accounts in the midst of changes and how to build an investment mix.
DATE, TIME, & LOCATION
Urbana campus - seminar descriptions
October 17, 2011 Levis Faculty Center, Music Room
Fidelity: Confident Investing in Any Market, 9:00am-10:00am
Fidelity: Preparing Your Savings for Retirement, 10:30am-11:30am
October 18, 2011 Levis Faculty Center, Music Room
Fidelity: Confident Investing In Any Market, 3:00pm-4:00pm
October 25, 2011 Levis Faculty Center, Music Room
TIAA-CREF: Five Habits of Highly Successful Investors, 1:30pm-2:30pm
TIAA-CREF: Staying on Track in a Volatile Market, 3:00pm-4:00pm
October 26, 2011, Levis Faculty Center Music Room
TIAA-CREF: Five Habits of Highly Successful Investors, 9:00am-10:00am
TIAA-CREF: Staying on Track in a Volatile Market, 10:30am-11:30am
Chicago campus-seminar descriptions
October 20, 2011 College of Medicine Research Building, Room 3175
Fidelity: Confident Investing in Any Market, 9:00am-10:00am
Fidelity: Preparing Your Savings for Retirement, 10:30am-11:30 am
October 21, 2011 College of Medicine Research Building, Room 3175
Fidelity: Preparing Your Savings for Retirement, 9:00am-10:00am
Fidelity: Confident Investing in Any Market, 10:30am-11:30am
October 27, 2011 College of Medicine West, Room 106
SURS: Preparing for Retirement, 9:30am-11:00am
October 28, 2011 College of Medicine Research Building, Room 3175
TIAA-CREF: Five Habits of Highly Successful Investors, 1:30pm-2:30pm
TIAA-CREF: Staying on Track in a Volatile Market, 3:00pm-4:00pm
November 2, 2011 College of Medicine Research Building, Room 4175
TIAA-CREF: Staying on Track in a Volatile Market, 1:30pm-2:30pm
TIAA-CREF: Five Habits of Highly Successful Investors, 3:00pm-4:00pm
November 21, 2011 College of Medicine Research Building, Moss Auditorium
SURS: Preparing for Retirement, 2:00pm-3:30pm
Springfield campus-seminar descriptions
October 19, 2011 Public Affairs Center, Conference Room H
Fidelity: Confident Investing in Any Market, 11:00-12:00pm
Fidelity: Preparing Your Savings for Retirement, 1:30pm-2:30pm
October 24, 2011 Human Resources Building, Room 112
TIAA-CREF: Five Habits of Highly Successful Investors 1:00pm-2:00pm
TIAA-CREF: Staying on Track in a Volatile Market, 2:30pm-3:30pm
These seminars are approved events under Civil Service Policy and Rules, Rule 11.12. Employees may be released from work to attend these events, University operations permitting, and subject to prior approval from your supervisor.
REGISTRATION IS REQUIRED
Register online. If you need assistance with registration, contact Laura Czys at 217-333-9063 or email uihr@uillinois.edu.
*******************************************
FREE ONE-ON-ONE COUNSELING WITH PLAN VENDORS
Need assistance with SURS Self-Managed Plan investment options or the University's 403(b) Plan? Representatives from Fidelity and TIAA-CREF have on-campus one-on-one counseling sessions available.
MORE INFORMATION
Additional information about SURS and supplemental investment options can be found in NESSIE. For assistance with University supplemental plans, contact your campus UPB Benefits Services office:
Urbana 217-333-3111
Chicago 312-996-6471
Springfield 217-206-7144
For assistance with SURS, call SURS at 217-378-8800 or 800-275-7877.
For assistance from the plan vendors call TIAA-CREF at 800-732-8353 and Fidelity at 800-642-7131.
