Supplemental Retirement Planning
Supplemental Retirement Plan Counseling Sessions
Select a vendor below to see their next financial counseling session.
TIAA visits Mason for on-campus individual consultations with members and non-members of the TIAA Optional Retirement Plan (ORP) (faculty only) or 403(b) Plans.
The TIAA 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.
Schedule an Appointment
Due to COVID-19, TIAA is offering virtual consultations. You can read their flyer for more information (pdf).
Schedule a virtual consultation on their website.
Fidelity visits Mason for on-campus individual consultations with members and non-members of the Fidelity Optional Retirement Plan (ORP) (faculty only) or 403(b) Plans.
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.
Schedule an Appointment
To sign up for your consultation, call 800-642-7131 or go online to register.
MissionSquare visits Mason for individual consultations with members and non-member of the 457 Deferred Compensation Plan. Sign up for an individual consultation with an MissionSquare Defined Contribution Retirement Specialist to learn more about:
- Commonwealth of Virginia 457 Deferred Compensation Plan
- Virginia Cash Match Plan
- VRS Hybrid Retirement Plan (Defined Contribution Component)
Schedule an Appointment
To schedule an appointment please visit the MissionSquare Event Registration page. Please note: These appointments are virtual.
A VRS consultant will visit Mason for on-campus individual counseling appointments with members of the VRS Retirement Plan. Sign up for an individual consultation with a VRS Retirement Specialist to discuss your retirement goals and needs.
Schedule a Virtual Appointment
To schedule a virtual counseling appointment:
- Members should go to the VRS Education and Counseling page
- Select their retirement plan under One-on-one Counseling Appointments
- On-screen prompts will ask them to choose their region and preferred date and time
- Once registered, VRS sends a confirmation email
- A second email with a Microsoft Teams meeting link will be sent before the virtual appointment begins