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.
2022 Schedule
All retirement plan counseling sessions will be conducted virtually. Listed below are the dates and times of available sessions:
| Fidelity | TIAA | Vanguard |
|---|---|---|
| January 7, 10-14, 18-21, 31 8:30 am–4:30 pm | January 13, 14, 27 8:30 am–3:30 pm | January 25, 26, 27 8:30 am–4:30 pm |
| February 1-4, 7-10, 15-18, 22-25, 28 8:30 am–4:30 pm | February 1, 4, 11, 23, 24 8:30 am–3:30 pm | February 22, 23, 24 8:30 am–4:30 pm |
| March 1-4, 7-11, 14-18, 21-25, 28 8:30 am–4:30 pm | March 1, 2, 3, 4 8:30 am–3:30 pm | March 29, 30, 31 8:30 am–4:30 pm |
| April 11-15, 18-22, 25-29 8:30 am–4:30 pm | April 20, 21 8:30 am–3:30 pm | April 26, 27, 28 8:30 am–4:30 pm |
| May 2-6, 9-13, 16-20, 23-26 8:30 am–4:30 pm | May 11, 12 8:30 am–3:30 pm | May 24, 25, 26 8:30 am–4:30 pm |
| June 1-3, 6-10, 13-16, 21-24, 27-30 8:30 am–4:30 pm | June 13, 14 8:30 am–3:30 pm | June 28, 29, 30 8:30 am–4:30 pm |
| July 1, 6, 13, 30 8:30 am-4:30 pm | July 18, 19 8:30 am–3:30 pm | July 26, 27, 28 8:30 am–4:30 pm |
| August 4, 10, 31 8:30 am-4:30 pm | August 17, 18 8:30 am–3:30 pm | August 30, 31 8:30 am–4:30 pm |
| September 1, 3, 7, 30 8:30 am-4:30 pm | September 7, 8 8:30 am–3:30 pm | N/A |
| October 1, 5, 8, 12, 29 8:30 am-4:30 pm | October 12, 13 8:30 am–3:30 pm | N/A |
| November 1, 2, 23, 30 8:30 am-4:30 pm | November 14, 15 8:30 am–3:30 pm | N/A |
| December 1, 7, 23 8:30 am-4:30 pm | December 12, 13 8:30 am–3:30 pm | N/A |
Make an Appointment
To schedule an individual retirement counseling session, review the schedule below and contact the retirement plan vendor directly:
Fidelity Investments