Retirement and Investment Plan Help

In-person retirement and investment counseling and seminars have been suspended due to COVID-19 precautions. Please call SURS, TIAA, or Fidelity at their numbers listed below for phone and virtual assistance options.

 

SURS

SURS Seminars/Webinars

SURS offers a series of seminars and webinars for employees who are new, mid-career, and considering retirement. See SURS Seminars & Webinars. Please contact SURS directly with questions or registration for these SURS sessions.

If you are newly eligible for SURS, be sure to register for a SURS Plan Choice Webinar to assist with making your SURS plan election.

Scheduling a SURS Retirement Savings Plan Counseling Session

To schedule a counseling session for the SURS RSP, visit the SURS RSP Defined Contribution Plan Scheduler and login to schedule an appointment. You may also call 800-613-9543 or TDD 800-579-5708 to speak with a defined contribution center service associate.

SURS Retirement Counseling Appointments - Traditional and Portable

Counseling with SURS to receive an estimate of your benefits is only available to employees within four years of retirement eligibility. For more information, see SURS Retirement Counseling.

Telephone and virtual counseling appointments are available and can be scheduled via the SURS Member website after you complete and submit the Retirement Estimate Request form online or call SURS to obtain a form. For a virtual appointment, members must have a computer/tablet with a camera, microphone and speakers/headphones, or a smartphone, a reliable internet connection, and the Microsoft Teams app installed.

Retirement Planning Conferences

UIC and UIUC host annual retirement planning conferences which cover a variety of topics, including SURS, 403(b), other voluntary investment plans, and general retirement information. Currently, no conferences are scheduled.

403(b) Plan

One-On-One 403(b) Counseling

Representatives from TIAA and Fidelity, the investment companies for the University's 403(b) Plan, offer free one-on-one counseling sessions for University of Illinois System employees. Your spouse or other family member is welcome to attend the session with you.

Some topics counselors are prepared to discuss include:

  • Enrollment in the 403(b) Plan
  • Rollover of money from other plans
  • General savings strategies
  • Choosing the right mix of investments
  • Retirement readiness

Scheduling a 403(b) Counseling Session

Fidelity Investments: Visit the Fidelity counseling registration page and select your university. You can also call Fidelity at 800-642-7131.

TIAA: Visit the TIAA counseling registration page and choose “Meet At Work” to begin the process. If you already have an account with TIAA, you may also log in to set up an appointment. You can also call TIAA at 800-732-8353.

403(b) Virtual Webinars and Seminars

Both investment vendors offer seminars and resources on a variety of topics:

Retirement Planning Conferences

UIC and UIUC host retirement planning conferences which cover a variety of topics, including SURS, 403(b), other voluntary investment plans, and general retirement information. Currently, no conferences are scheduled.

Information provided on this site is general in nature about matters of interest to University of Illinois System employees. This information is not legal, financial, or tax advice. You should consult with a legal, financial, or tax professional for assistance with your individual circumstances.