Dear Faculty and Staff,
Fidelity and TIAA, Salisbury University’s providers for the Optional Retirement Program (ORP) account and supplement retirement accounts, are scheduled to be on campus throughout the year for in-person, one-on-one appointments. You will be required to schedule an appointment in order to meet with your selected vendor.
A consultation with a Workplace Financial Consultant is free to you as an employee benefit to help you address many retirement planning questions, including:
- Am I investing properly?
- Am I on track with my retirement savings?
- How do I bring my retirement savings together?
- How do I turn retirement savings into ongoing, steady income?
One-on-one appointments at Salisbury University are available on the following dates. Please consider bringing relevant account statements and any paperwork to help address your questions and needs. To attend during scheduled work hours, please contact your supervisor for prior approval.
Fidelity
Paul Vutiprichar, Fidelity Workplace Financial Consultant, will be on campus for personal appointments on April 12, 2024. You will receive location information after you register for an appointment.
To schedule a free, one-on-one appointment with Fidelity:
- Go to fidelity.com/schedule
- Select “SCHEDULE A TIME TO MEET”.
- Enter “UNIVERSITY SYSTEM OF MARYLAND” where prompted for employer name.
- Select “IN-PERSON” for appointment type and “SALISBURY UNIVERSITY” for location.
TIAA
William Ross, TIAA Workplace Financial Consultant, will on campus for in-person appointments on the dates listed below. You will receive location information after you register for an appointment.
- March 19, 2024
- April 16, 2024
- May 21, 2024
- June 18, 2024
To schedule a free, one-on-one appointment with TIAA:
- Register for sessions at www.tiaa.org/schedulenow or by calling 800-732-8353, weekdays, 8 a.m.-8 p.m. (ET).
Your retirement plan representatives are a valuable resource. Whether you are within a few years of retirement or many years away, they can offer assistance in creating a plan to help build lifetime financial security. Remember, the earlier you begin to plan, the more choices you have with greater chances for a successful retirement.
Investing involves risk, including risk of loss.