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:
| All retirement plan counseling sessions are held at 1599 Clifton Road, 1st Floor. | ||
| Fidelity | TIAA | Vanguard |
|---|---|---|
| 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:
Fidelity Investments