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Financial Education & Consulting Resources

The Arizona Board of Regents contracts with both Fidelity Investments and TIAA to provide the Optional Retirement Plan and 403(b) supplemental Retirement plan. As part of these contracts, both Fidelity and TIAA offer a variety of financial education resources to all UA employees whether or not you have an account with them.

Individual Financial Consulting

Meet with a representative from Fidelity Investments or TIAA to review your financial situation and plan for future financial needs. Representatives are Certified Financial Planners who are not paid on commission.

To schedule an appointment on campus with Fidelity, please select from the options below:

  • For appointments at UA’s main campus or at University of Arizona Health Sciences, visit the Fidelity website.
  • You may also call (800) 343-0860 and request the locations above.

To schedule an appointment on campus with TIAA:

Individual consultations are also available at the College of Medicine, Phoenix. Contact the the investment provider representatives below directly to schedule an appointment.

Fidelity Investments E-Learning

Fidelity Investments offers various types of online sessions, addressing topics of interest to employees at all stages of their careers, from saving for college to estate planning:

  • YouTube Videos on a variety of financial topics are publicly available.
  • “Brainsharks” Workplace Education Series are prerecorded workshops you can access on-demand via your computer at any time. These are accessible to all UA employees, whether or not you have a Fidelity account. You can find workshop links along with various information for University employees at netbenefits.com/aus.
  • Free live webinars are scheduled daily. Anyone with a Fidelity account and log-in credentials can register. Click here for instructions to access Fidelity’s online webinars. You can find a schedule by going to netbenefits.com/aus and clicking on the blue banner.

TIAA Virtual Environment

TIAA Webinar Lounge offers a schedule of live webinars, posted 3 months at a time. These are available to all University employees, whether or not you have a TIAA account. First-time users must sign up.

Women’s Engagement Center is a great place for women to go for information sharing and insight from some of the most influential women in the financial services industry.

On-Campus Seminars

Every semester, investment providers from Fidelity and TIAA present a variety of financial education sessions. Check hr.arizona.edu/events or watch for email announcements of scheduled sessions.

Nationwide

The Arizona Department of Administration offers State employees a 457(b) Deferred Compensation Retirement Plan through Nationwide. The Arizona Deferred Compensation website offers a variety of education tools, including Interactive Market Data.

Our representative, Klark Krauter, is a Certified Retirement Counselor and is not paid on commission. To schedule an appointment with Klark, phone (520) 262-0348 or email krautek@nationwide.com.