TIAA begins offering one-on-one consultations on campus

Employees thinking about their retirement planning have a more convenient option for getting a personalized financial check-up. 

Earlier this month, TIAA began offering ISU faculty and staff a regular schedule of on-campus meetings with a financial consultant, an addition to their occasional seminars and requested departmental meetings.

"This is the first time they'll have a consistent presence on campus," said Ed Holland, university human resources (UHR) benefits director. "I think it will prove valuable to employees."

The one-on-one consultations are held two days per month, with either consultant Jay Albrecht and Paige Phillips. Meetings are available in 3680 Beardshear Hall the second Tuesday and third Thursday, and once per month in 1027 Communications Building (third Thursday). 

Consultations may occasionally be available in other campus locations on a less regular schedule, such as a handful of Wednesday sessions offered this spring in 128B General Services Building. See TIAA's online booking calendar for details.

TIAA consultations are available to all benefits-eligible employees, even those who selected IPERS as their retirement plan. Consultants can review an employee's financial and savings plan to ensure it's on-track to meet long-term goals.

Employees can schedule an on-campus meeting or a virtual session with the online calendar or by calling 515-268-8621. One-on-one consultation meetings also are available at TIAA's local office in Somerset, 2713 Stange Rd., and can be scheduled online or by phone.

Ready, Set, Retire

For employees approaching retirement, UHR offers a quarterly two-day workshop called Ready, Set, Retire that offers a variety of informational seminars on various retirement issues, including:

  • ISU retiree benefits
  • IPERS and TIAA retirement plans
  • Social Security
  • ISU voluntary savings plans
  • Medicare and the Senior Health Insurance Information Program
  • Emotional and mental health impacts

Presentation slides and video from prior sessions are available online. The next Ready, Set, Retire event is planned for Jan. 27-28. To join, register online by noon Jan. 20 to attend any or all of the free sessions. Separate registration is required for one of the Ready, Set, Retire workshops, TIAA's session on Social Security (Jan. 27, 1-2 p.m.).