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 on campus throughout the year.
2019 Schedule
All retirement plan counseling sessions are held at 1599 Clifton Road, 1st Floor. Listed below are the dates and times that each retirement plan representative will be on campus:
| All retirement plan counseling sessions are held at 1599 Clifton Road, 1st Floor. | ||
| Fidelity | TIAA | Vanguard |
|---|---|---|
| January 14, 28 8:30 am–4:30 pm | January 8, 9, 10, 11 8:30 am–3:30 pm | January 29, 30 8:30 am–4:30 pm |
| February 4, 11, 28 8:30 am–4:30 pm | February 1, 6, 7 8:30 am–3:30 pm | February 26, 27 8:30 am–4:30 pm |
| March 4, 11, 18 8:30 am–4:30 pm | March 1, 5, 6, 7 8:30 am–3:30 pm | March 26, 27 8:30 am–4:30 pm |
| April 8, 15, 22 8:30 am–4:30 pm | April 2, 3, 4, 12 8:30 am–3:30 pm | April 23, 24 8:30 am–4:30 pm |
| May 6, 13, 20 8:30 am–4:30 pm | May 3, 7, 8, 9 8:30 am–3:30 pm | May 29, 30 8:30 am–4:30 pm |
| June 3, 10, 17 8:30 am–4:30 pm | June 4, 5, 6, 14 8:30 am–3:30 pm | June 25, 26 8:30 am–4:30 pm |
| July 1, 15, 22 8:30 am–4:30 pm | July 9, 10, 11, 26 8:30 am–3:30 pm | July 30, 31 8:30 am–4:30 pm |
| August 12, 19, 26 8:30 am–4:30 pm | August 2, 13, 14, 15 8:30 am–3:30 pm | August 27, 28 8:30 am–4:30 pm |
| September 9, 16, 23 8:30 am–4:30 pm | September 3, 4, 5, 10 8:30 am–3:30 pm | September 24, 25 8:30 am–4:30 pm |
| October 7, 14, 21 8:30 am–4:30 pm | October 1, 2, 3, 10 8:30 am–3:30 pm | October 29, 30 8:30 am–4:30 pm |
| November 4, 11, 18 8:30 am–4:30 pm | November 5, 6, 7, 12 8:30 am–3:30 pm | November 19, 20 8:30 am–4:30 pm |
| December 9, 16 8:30 am–4:30 pm | December 3, 4, 5, 12 8:30 am–3:30 pm | December 17, 18 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