Retirement Plan Counseling
Meet one-on-one with a retirement plan representative to discuss your investment plan. All of Emory's retirement plan vendors, Fidelity Investments, TIAA and Vanguard offer individual retirement counseling sessions throughout the year.
2021 Schedule
Note: Due to the COVID-19 situation, all retirement plan counseling sessions will be conducted by phone or video. Listed below are the dates and times of available sessions:
All retirement plan counseling sessions are currently being conducted virtually. * Virtual Help Desk Sessions. | ||
| Fidelity | TIAA | Vanguard |
|---|---|---|
| January 5, 12*, 15, 19, 29 8:30 am–4:30 pm | January 13, 14, 15 8:30 am–3:30 pm | January 26, 27 8:30 am–4:30 pm |
| February 1, 2*, 10, 16, 26 8:30 am–4:30 pm | February 9, 10, 11 8:30 am–3:30 pm | February 23, 24 8:30 am–4:30 pm |
| March 1, 2*, 31 8:30 am–4:30 pm | March 3, 4, 5 8:30 am–3:30 pm | March 23, 24 8:30 am–4:30 pm |
| April 1, 12, 13*, 30 8:30 am–4:30 pm | April 14, 15, 16 8:30 am–3:30 pm | April 27, 28 8:30 am–4:30 pm |
| May 3, 4*, 13, 18, 28 8:30 am–4:30 pm | May 5, 6, 7 8:30 am–3:30 pm | May 25, 26 8:30 am–4:30 pm |
| June 1*, 17, 22, 30 8:30 am–4:30 pm | June 1, 2, 3 8:30 am–3:30 pm | June 29, 30 8:30 am–4:30 pm |
| July 1, 6, 13*, 30 8:30 am–4:30 pm | July 7, 8, 9 8:30 am–3:30 pm | July 27, 28 8:30 am–4:30 pm |
| August 4, 10*, 31 8:30 am–4:30 pm | August 10, 11, 12 8:30 am–3:30 pm | August 24, 25 8:30 am–4:30 pm |
| September 1, 3, 7*, 30 8:30 am–4:30 pm | September 8, 9, 10 8:30 am–3:30 pm | September 20, 27, 28, 29, 30 8:30 am–4:30 pm |
| October 1, 5*, 8, 12, 29 8:30 am–4:30 pm | October 5, 6, 7 8:30 am–3:30 pm | October 26, 27 8:30 am–4:30 pm |
| November 1, 2*, 23, 30 8:30 am–4:30 pm | November 3, 4, 5 8:30 am–3:30 pm | November 23, 30 8:30 am–4:30 pm |
| December 1, 7*, 23 8:30 am–4:30 pm | December 1, 2, 3 8:30 am–3:30 pm | December 14, 15 8:30 am–4:30 pm |
Make an Appointment
To schedule an individual retirement counseling session, review the schedule below and contact the retirement plan vendor directly:
Fidelity Investments