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.

2021 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 - 2021

All retirement plan counseling sessions are currently being conducted virtually.

* Virtual Help Desk Sessions.

FidelityTIAAVanguard
January 5, 12*, 15, 19, 29
8:30 am–4:30 pm
January 13, 14, 15
8:30 am–3:30 pm
January 26, 27
8:30 am–4:30 pm
February 1, 2*, 10, 16, 26
8:30 am–4:30 pm
February 9, 10, 11
8:30 am–3:30 pm
February 23, 24
8:30 am–4:30 pm
March 1, 2*, 31
8:30 am–4:30 pm
March 3, 4, 5
8:30 am–3:30 pm
March 23, 24
8:30 am–4:30 pm
April 1, 12, 13*, 30
8:30 am–4:30 pm
April 14, 15, 16
8:30 am–3:30 pm
April 27, 28
8:30 am–4:30 pm
May 3, 4*, 13, 18, 28
8:30 am–4:30 pm
May 5, 6, 7
8:30 am–3:30 pm
May 25, 26
8:30 am–4:30 pm
June 1*, 17, 22, 30
8:30 am–4:30 pm
June 1, 2, 3
8:30 am–3:30 pm
June 29, 30
8:30 am–4:30 pm
July 1, 6, 13*, 30
8:30 am–4:30 pm
July 7, 8, 9
8:30 am–3:30 pm
July 27, 28
8:30 am–4:30 pm
August 4, 10*, 31
8:30 am–4:30 pm
August 10, 11, 12
8:30 am–3:30 pm
August 24, 25
8:30 am–4:30 pm
September 1, 3, 7*, 30
8:30 am–4:30 pm
September 8, 9, 10
8:30 am–3:30 pm
September 20, 27, 28, 29, 30
8:30 am–4:30 pm
October 1, 5*, 8, 12, 29
8:30 am–4:30 pm
October 5, 6, 7
8:30 am–3:30 pm
October 26, 27
8:30 am–4:30 pm
November 1, 2*, 23, 30
8:30 am–4:30 pm
November 3, 4, 5
8:30 am–3:30 pm
November 23, 30
8:30 am–4:30 pm
December 1, 7*, 23
8:30 am–4:30 pm
December 1, 2, 3
8:30 am–3:30 pm
December 14, 15
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: