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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:

First Quarter 2011 Fund Performances

Second Quarter 2011 Fund Performances

Third Quarter 2011 Fund Performances

Prior year performance reports for 2005, 2006, 2007, 2008, 2009, and 2010 are available online.


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 the Service and Scheduling hotline at 800-732-8353 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 2012:
Date Times Available Building Room
Feb 7, 20128:00am - 4:00pmUniversity Hall4130
Feb 8, 20128:00am - 4:00pmUniversity Hall4130
Mar 6, 20128:00am - 4:00pmUniversity Hall4130
Mar 7, 20128:00am - 4:00pmUniversity Hall4130
Apr 3, 20128:00am - 4:00pmUniversity Hall4130
Apr 4, 20128:00am - 4:00pmUniversity Hall4130
May 1, 20128:00am - 4:00pmUniversity Hall4130
May 2, 20128:00am - 4:00pmUniversity Hall4130
Jun 5, 20128:00am - 4:00pmUniversity Hall4130
Jun 6, 20128:00am - 4:00pmUniversity Hall4130
Jul 10, 20128:00am - 4:00pmUniversity Hall4130
Jul 11, 20128:00am - 4:00pmUniversity Hall4130
Aug 7, 20128:00am - 4:00pmUniversity Hall4130
Aug 8, 20128:00am - 4:00pmUniversity Hall4130
Sep 4, 20128:00am - 4:00pmUniversity Hall4130
Sep 5, 20128:00am - 4:00pmUniversity Hall4130
Oct 9, 20128:00am - 4:00pmUniversity Hall4130
Oct 10, 20128:00am - 4:00pmUniversity Hall4130
Nov 6, 20128:00am - 4:00pmUniversity Hall4130
Nov 7, 20128:00am - 4:00pmUniversity Hall4130
Dec 4, 21028:00am - 4:00pmUniversity Hall4130

Prince William Campus
Appointments may be made for the following dates in 2012:
Date Times Available Building Room

2012 Dates will be coming soon!
Apr 5, 20128:00am - 4:00pmOccoquan217E
Jul 7, 20128:00am - 4:00pmOccoquan217E
Sep 11, 20128:00am - 4:00pmOccoquan217E

Arlington Campus
Appointments may be made for the following dates in 2012:
Date Times Available Building Room
Feb 9, 20128:00am - 4:00pmFounder's Hall209
May 3, 20128:00am - 4:00pmFounder's Hall209
Aug 9, 20128:00am - 4:00pmFounder's Hall209
Nov 8, 20128:00am - 4:00pmFounder's Hall209

 



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 2012:
Date Times Available Building Room

2012 Dates will be coming soon!
Feb 9, 20129:00am - 4:00pmUniversity Hall4130
Mar 21, 20129:00am - 4:00pmUniversity Hall4130
Apr 12, 20129:00am - 4:00pmUniversity Hall4130
May 9, 20129:00am - 4:00pmUniversity Hall4130

 


Arlington Campus
Appointments may be made for the following dates in 2012:
Date Times Available Building Room

2012 Dates will be coming soon!

 



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.

 

Fairfax Campus
Appointments may be made for the following dates in 2012:
Date Times Available Building Room
Feb 13, 20129:30am - 12:00pmUniversity Hall4130
May 7, 20129:30am - 12:00pmUniversity Hall4130
Sep 6, 20129:30am - 12:00pmUniversity Hall4130
Nov 6, 20129:30am - 12:00pmUniversity Hall4130

Arlington Campus
Appointments may be made for the following dates in 2012:
Date Times Available Building Room

2012 Dates will be coming soon!