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HR Home >> Benefits >> Retirement >> Counseling Sessions

Retirement Fund Performance Reports

Wondering how your retirement investments are doing? You can view performance information
for the following quarters:

Third Quarter 2009 Fund performances
Second Quarter 2009 Fund performances
First Quarter 2009 Fund performances

Prior year performance reports for 2005, 2006, 2007, and 2008 are available online.

Financial Commentary

Q2 Market Commentary from CAPTrust Financial Advisors

TIAA-CREF Counseling Sessions

TIAA-CREF returns to GMU for on-campus individual consultations with members and non-members of the TIAA-Cref Faculty Retirement Plan (FRP) or Tax Shelter Annuity (TSA). You may arrange an appointment with a GMU-dedicated consultant by calling Yolanda Hernandez at 866-904-7805 ext 257107 or schedule your appointment online. Select "Virginia" from the drop down list.

The TIAA-CREF consultant will be able to address your questions and concerns, review your investment strategy and portfolio allocation, and discuss retirement planning or other related topics. Upon request, the consultant can also produce annuity income projections.
Fairfax Campus
Appointments may be made for the following dates in 2009:
Date Times Available Building Room
May 5, 20098:00am - 5:00pmJohnson Center244
May 6, 20098:00am - 5:00pmJohnson Center244
Jun 2, 20098:00am - 5:00pmJohnson Center244
Jun 3, 20098:00am - 5:00pmJohnson Center244
Jul 7, 20098:00am - 5:00pmJohnson Center244
Jul 8, 20098:00am - 5:00pmJohnson Center244
Aug 4, 20098:00am - 5:00pmJohnson Center244
Aug 5, 20098:00am - 5:00pmJohnson Center244
Sep 1, 20098:00am - 5:00pmJohnson Center244
Sep 2, 20098:00am - 5:00pmJohnson Center244
Oct 6, 20098:00am - 5:00pmJohnson Center244
Oct 7, 20098:00am - 5:00pmJohnson Center244
Nov 3, 20098:00am - 5:00pmSUB IIVIP 1
Nov 4, 20098:00am - 5:00pmJohnson Center244
Dec 1, 20098:00am - 5:00pmJohnson Center244
Dec 2, 20098:00am - 5:00pmJohnson Center244

Prince William Campus
Appointments may be made for the following dates in 2009:
Date Times Available Building Room
Aug 6, 20098:30am - 5:00pmOccoquan217E

Arlington Campus
Appointments may be made for the following dates in 2009:
Date Times Available Building Room
May 7, 20098:30am - 4:00pmOriginal219
Sep 3, 20098:30am - 4:00pmOriginal219



Fidelity Investments: Individual Fidelity Counseling Sessions

Fidelity visits GMU for on-campus individual consultations with members and non-members of the Fidelity Investment Faculty Retirement Plan (FRP) or Tax Shelter Annuity (TSA). You may arrange an appointment with a GMU-dedicated consultant by calling (800)642-7131 Monday through Friday from 8:00 am - midnight.

The Fidelity consultant will be able to address your questions and concerns, review your investment strategy and portfolio allocation, and discuss retirement planning or other related topics. Upon request, the consultant can also produce annuity income projections.
Fairfax Campus
Appointments may be made for the following dates in 2009:
Date Times Available Building Room
May 1, 20098:00am - 4:00pmJohnson Center244
Jun 4, 20098:00am - 4:00pmJohnson Center244
Jul 17, 20098:00am - 4:00pmJohnson Center244


Arlington Campus
Appointments may be made for the following dates in 2009:
Date Times Available Building Room
Jun 15, 20098:00am - 4:00pmOriginal219


Prince William Campus
Appointments may be made for the following dates in 2009:
Date Times Available Building Room
Jun 24, 20098:00am - 4:00pmOccoquan217F



ING Counseling Sessions

Virginia Deferred Compensation Plan 457(b) administrator ING will be visiting campus for on-site individual consultations with member's and non-members. If you wish to make an appointment please e-mail benefits@gmu.edu.
Appointments may be made for the following dates in 2009:
Date Times Available Building Room
Jun 24, 20098:00am - 5:00pmJohnson Center243
Jul 14, 20098:00am - 5:00pmJohnson Center243
Aug 10, 20098:00am - 5:00pmJohnson Center243
Sep 16, 20098:00am - 5:00pmJohnson Center243
Oct 15, 20098:00am - 5:00pmJohnson Center243
Nov 19, 20098:00am - 5:00pmJohnson Center243
Dec 8, 20098:00am - 5:00pmJohnson Center243