Retirement and Investment Plan Help

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

(posted 3/13/2020) 

 

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 Estimate Appointments

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.

Spring & Fall Seminars/Webinars

During the spring and fall semester of each year, SURS offers a series of seminar at each university, covering general information about participating in and retiring under SURS. During fall semesters, Fidelity and TIAA offer seminars and webinars on more general retirement and investment planning topics.

These seminars are free and available to all University of Illinois System employees. Registration is required. For more information and to register, see Spring & Fall Seminars/Webinars.

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, visit each campus regularly to 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.

Spring Seminars/Webinars

During the spring semester of each year, SURS, Fidelity Investments, and TIAA offer a series of seminars and webinars at each university. These seminars cover a variety of retirement and investment topics applicable to most employees, regardless of age or experience. These seminars are free and available to all University of Illinois System employees.

These seminars are free and available to all University of Illinois System employees. Registration is required. For more information and to register, see Spring & Fall Seminars/Webinars.

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.

403(b) Vendor Resources

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

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.