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
Note: Due to COVID-19, 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 |
Make an Appointment
To schedule an individual retirement counseling session, review the schedule below and contact the retirement plan vendor directly:
Fidelity Investments