Total Benefits

Meet with an investment professional

Need help planning for retirement? Conveniently meet one-on-one with an investment professional near your UW office or workplace. Meeting with an investment professional is free, and you can schedule it during a time that works for you.

Talking with an investment professional can help you:

  • Maximize your retirement savings
  • Balance retirement planning with other financial goals
  • Build an investment portfolio with the right mix of asset allocations
  • Determine your investment strategy
  • Achieve your savings goals

If you can’t meet or just prefer getting help over the phone, you can call instead. Either way you’ll get help making investment choices that keep you on the right track for retirement.

As a UW employee, you can meet with representatives from Fidelity Investments, TIAA, or both.

Fidelity Investments

Fidelity representative are available to meet you at several UW locations including the UW Tower, Harborview, UW Medical Center, and UW Tacoma. Visit the Fidelity website to schedule an in-person meeting with a Fidelity representative.

TIAA

Informed by decades of company experience, the financial professionals at TIAA can help you create a retirement portfolio that’s right for you. Get guidance from the TIAA website, and call to schedule and in-person meeting with a TIAA representative.