One-on-One Retirement Plan Consultations with TIAA-CREF and Fidelity Available on Campus
One-on-one retirement consultations are available on the dates and locations listed below. This is a free service provided to those who participate in a UK retirement plan with TIAA-CREF and/or Fidelity.
TIAA-CREF
You can schedule an appointment with a TIAA-CREF Advisor by calling 800-732-8353 or through www.tiaa-cref.org for the following dates and locations:
- February 21 – Bosomworth Health Sciences Research Building, room 222
- February 28 – Bosomworth Health Sciences Research Building, room 222
- March 14 – Bosomworth Health Sciences Research Building, room 222
- March 21 – Bosomworth Health Sciences Research Building, room 222
- March 28 - Bosomworth Health Sciences Research Building, room 222
- April 4 – Bosomworth Health Sciences Research Building, room 222
- April 11 – Bosomworth Health Sciences Research Building, room 222
- April 18 – Bosomworth Health Sciences Research Building, room 222
- April 25 – Bosomworth Health Sciences Research Building, room 222
- May 2 – Bosomworth Health Sciences Research Building, room 222
- May 9 – Bosomworth Health Sciences Research Building, room 222
- May 16 – Bosomworth Health Sciences Research Building, room 222
- May 23 – Bosomworth Health Sciences Research Building, room 222
- May 30 – Bosomworth Health Sciences Research Building, room 222
- June 6 – Bosomworth Health Sciences Research Building, room 222
- June 13 – Bosomworth Health Sciences Research Building, room 222
- June 20 – Bosomworth Health Sciences Research Building, room 222
- June 27 – Bosomworth Health Sciences Research Building, room 222
- July 4 – Bosomworth Health Sciences Research Building, room 222
- July 11 – Bosomworth Health Sciences Research Building, room 222
- July 18 – Bosomworth Health Sciences Research Building, room 222
- July 25 – Bosomworth Health Sciences Research Building, room 222
*TIAA-CREF also has a local office at 2365 Harrodsburg Rd, Lexington, KY 40504 and counseling sessions are available by appointment (224-6900).
FIDELITY
A Fidelity advisor is available on the University’s campus at the following dates and locations. To reserve a time and date, call 800-642-7131 or log into www.fidelity.com/atwork/reservations
- May 13th – Bosomworth Health Sciences Research Building room 122 (Brian Lewin)
- May 15th – Patterson Office Tower room 145 (Chris Perry)
- May 17th – College of Nursing Building room 419 (Chris Perry)
- May 23rd – Bosomworth Health Sciences Research Building room 122 (Chris Perry)
- May 28th – College of Nursing Building room 211 (Chris Perry)
- June 3rd – Bosomworth Health Sciences Research Building room 122 (Chris Perry)
- June 5th – Patterson Office Tower room 145 (Chris Perry)
- June 6th – College of Nursing Building room 419 (Chris Perry)
- June 10th – Bosomworth Health Sciences Research Building room 122 (Brian Lewin)
- June 11th – College of Nursing Building room 211 (Chris Perry)
- June 13th – Bosomworth Health Sciences Research Building room 122 (Chris Perry)
- June 20th – College of Nursing Building room 211 (Chris Perry)
- June 18th – Patterson Office Tower room 145 (Brian Lewin)
- June 21st – Bosomworth Health Sciences Research Building room 222 (Chris Perry)
- June 24th – College of Nursing Building room 211 (Chris Perry)
- June 26th – Bosomworth Health Sciences Research Building room 122 (Brian Lewin)
- June 28th – Patterson Office Tower room 145 (Chris Perry)
- July 8th – College of Nursing Building room 211 (Brian Lewin)
- July 1st – Patterson Office Tower room 145 (Chris Perry)
- July 2nd – Patterson Office Tower room 145 (Chris Perry)
- July 3rd - Patterson Office Tower room 145 (Chris Perry)
- July 10th - Patterson Office Tower room 145 (Brian Lewin)
- July 11th – Bosomworth Health Sciences Research Building room 122 (Chris Perry)
- July 15th – Bosomworth Health Sciences Research Building room 222 (Brian Lewin)
- July 19th – College of Nursing Building room 419 (Chris Perry)
- July 23rd – Bosomworth Health Sciences Research Building room 122 (Brian Lewin)
- July 26th - Patterson Office Tower room 145 (Chris Perry)
- July 29th – College of Nursing Building room 419 (Chris Perry)
To schedule a Fidelity Workplace and Guidance Consultant on campus appointment, call 800-642-7131 or go to www.fidelity.com/atwork/reservations
Campus Map: http://www.uky.edu/CampusGuide/