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.

2020 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:

Retirement Plan Counseling Session Schedule - 2020
All retirement plan counseling sessions are held at 1599 Clifton Road, 1st Floor.
FidelityTIAAVanguard
January 6, 27
8:30 am–4:30 pm
January 7, 8, 9
8:30 am–3:30 pm
January 28, 29
8:30 am–4:30 pm
February 3, 4, 5, 10, 18
8:30 am–4:30 pm
February 11, 12, 13, 28
8:30 am–3:30 pm
February 25, 26
8:30 am–4:30 pm
March 16, 23
8:30 am–4:30 pm
March 3, 4, 5, 10, 31
8:30 am–3:30 pm
March 24, 25
8:30 am–4:30 pm
April 13, 27
8:30 am–4:30 pm
April 1, 2, 7
8:30 am–3:30 pm
April 6, 8, 9, 28, 29
8:30 am–4:30 pm
May 4, 18
8:30 am–4:30 pm
May 5, 6, 7, 12
8:30 am–3:30 pm
May 27, 28
8:30 am–4:30 pm
June 1, 15, 29
8:30 am–4:30 pm
June 2, 3, 4, 9
8:30 am–3:30 pm
June 23, 24
8:30 am–4:30 pm
July 20
8:30 am–4:30 pm
July 21, 22, 23
8:30 am–3:30 pm
July 28, 29
8:30 am–4:30 pm
August 10, 24
8:30 am–4:30 pm
August 11, 12, 13
8:30 am–3:30 pm
August 25, 26
8:30 am–4:30 pm
September 14, 28
8:30 am–4:30 pm
September 1, 2, 3
8:30 am–3:30 pm
September 29, 30
8:30 am–4:30 pm
October 5, 19
8:30 am–4:30 pm
October 6, 7, 8
8:30 am–3:30 pm
October 27, 28
8:30 am–4:30 pm
November 2, 16
8:30 am–4:30 pm
November 3, 4, 5
8:30 am–3:30 pm
November 17, 18
8:30 am–4:30 pm
December 7, 14
8:30 am–4:30 pm
December 1, 2, 3
8:30 am–3:30 pm
December 15, 16
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: