It's a good idea to monitor your U-M retirement plans to ensure they're performing as planned. Fidelity and TIAA staff welcome occasional check-ins so you’re on the same page to meet your financial goals. Representatives will also meet with small groups and attend didactics if requested.

Your appointment can be virtual or by phone to suit your schedule. Face-to-face consultations are expected to resume when public health conditions allow.

To schedule:

Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 am to midnight.

Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 am to 10 pm.