Financial wellness additional resources

Personal Retirement Sessions

Each month, representatives from Fidelity and TIAA-CREF will be on site to meet with physicians regarding personal retirement planning. You can review your portfolio allocation, combine multiple accounts into one, and seek advice on retirement based on your needs.

Representatives will be here as follows:

FIDELITY:

Monday April 10th 9:00AM – 5:00PM
Wednesday April 19th 9:00AM – 5:00PM
Monday April 24th 9:00AM – 5:00PM
Wednesday April 26th 9:00AM – 5:00PM

To schedule a Fidelity meeting, call 1-800-642-7131 or visit www.fidelity.com/reserve.

 

TIAA CREF:

Wednesday April 12th 9:00AM – 5:00PM
Thursday April 27th 9:00AM – 5:00PM

 

To schedule a TIAA meeting, contact antonios.giakoumis@tiaa.org or call 781- 314-2422.

It is helpful if you bring all relevant statements and paperwork with you.

To change your TSA contributions: Please log into PeopleSoft and click HRMS Production > Main Menu > Self Service > eBenefits > Savings > Savings Summary and click on the TSA you would like to edit.