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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:

1st Quarter 2013 Fund Performances

2nd Quarter 2013 Fund Performances

 

3rd Quarter 2013 Fund Performances

 

Prior year performance reports for 2005, 2006, 2007, 2008, 2009, 2010, 2011, and 2012 are available online.

TIAA-CREF: Individual TIAA-CREF Counseling Sessions

TIAA-CREF returns to GMU for on-campus individual consultations with members and non-members of the TIAA-CREF Optional Retirement Plan (ORP) (faculty only) or 403(b) Plans.. 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.

You can also access resources and information online.  Please watch TIAA-CREF's video for an overview.

 

Fairfax Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
5/6/2014 9:00am - 4:00pm University Hall, HR 4130
5/7/2014 9:00am - 4:00pm University Hall, HR 4130
6/3/2014 9:00am - 4:00pm University Hall, HR 4130
6/4/2014 9:00am - 4:00pm University Hall, HR 4130
7/1/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
7/2/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
8/5/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
8/6/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
9/2/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
9/3/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
9/30/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
10/1/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
11/4/2014 9:00am - 4:00pm Merten Hall, HR 4108
11/5/2014 9:00am - 4:00pm Merten Hall, HR 4108
12/2/2014 9:00am - 4:00pm Merten Hall, HR 4108
12/3/2014 9:00am - 4:00pm Merten Hall, HR 4108

Prince William Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
4/3/2014 9:00am - 4:00pm Occoquan Building 219A
10/2/2014 9:00am - 4:00pm Occoquan Building 219A

Arlington Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
2/6/2014 9:00am - 4:00pm Founders Hall 481
8/7/2014 9:00am - 4:00pm Founders Hall 481

 



Fidelity Investments: Individual Fidelity Counseling Sessions

Fidelity visits GMU for on-campus individual consultations with members and non-members of the Fidelity Optional Retirement Plan (ORP) (faculty only) or 403(b) Plans. To sign up for your consultation, call 800-642-7131 or register online at www.fidelity.com/atwork/reservations.

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 2014:
Date Times Available Building Room
1/27/2014 9:00am - 4:00pm University Hall, HR 4130
2/24/2014 9:00am - 4:00pm University Hall, HR 4130
3/24/2014 9:00am - 4:00pm University Hall, HR 4130
4/21/2014 9:00am - 4:00pm University Hall, HR 4130
5/19/2014 9:00am - 4:00pm University Hall, HR 4130
6/9/2014 9:00am - 4:00pm University Hall, HR 4130
7/7/2014 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
8/4/14 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
9/15/14 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
10/13/14 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
11/24/14 9:00am - 4:00pm Merten Hall, HR 4108
12/8/14 9:00am - 4:00pm Merten Hall, HR 4108

 

Prince William Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
6/12/14 9:00am - 4:00pm Occoquan 110A
10/8/14 9:00am - 4:00pm Occoquan 219A

 

Arlington Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
6/11/14 9:00am - 4:00pm Founders Hall 481
10/10/14 9:00am - 4:00pm Founders Hall 221

 

 

ICMA-RC (457 accounts): Individual ICMA-RC Counseling Sessions


ICMA-RC
visit Mason for on-campus individual consultations with members and non-member of the 457 Deferred Compensation Plan.  Sign up for an individual consultation with an ICMA-RC Defined Contribution Retirement Specialist to learn more about the:

 

 

To schedule an appointment please visit the on-line sign up page.

Fairfax Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
6/12/14 9:00am - 4:00pm University Hall, HR 4108
8/7/14 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
10/16/14 9:00am - 4:00pm Merten Hall (formerly University Hall), HR 4108
12/11/2014 9:00am - 4:00pm Merten Hall, HR 4108
Prince William Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
11/20/14 9:00am - 4:00pm Occoquan 110A
Arlington Campus
Appointments may be made for the following dates in 2014:
Date Times Available Building Room
10/30/14 9:00am - 4:00pm Founders Hall 317