403(b) Plan

Individual Counseling Sessions

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UMASS Amherst Campus

All meetings are held in Room 333. Whitmore Administration Building.

AIG Retirement Services

To schedule an appointment; contact Keith Williams (413) 426-1095.

Fidelity Investments

To schedule an appointment with Fidelity call 1-800-642-7131.

TIAA CREF

To schedule an appointment with TIAA CREF contact John Mitchell at 1-800-842-2004.






UMASS Boston Campus

AIG Retirement Services

To schedule an appointment with AIG Retirement Services contact Micheal Crawford at 1-800-592-5558 Ext. 88452.
Meetings are held 11:00 to 2:00, 2nd Floor Campus Center.

  • TBA

Fidelity Investments

To schedule an appointment with Fidelity call 1-800-642-7131.

  • TBA

TIAA CREF

To schedule an appointment with TIAA CREF contact John Mitchell at 617-788-5982.


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Collaborative Services Facility (CSF) Shrewsbury

AIG Retirement Services

Keith Barber is the AIG Retirement Represenative for the President's Office at Shrewsbury. He will be available at the Collaborative Services Facility on the following dates for Individual Financial Counseling Sessions. You do not have to have an AIG Retirement Account to meet with Mr. Barber. If you are interested in enrolling or have questions about your current UMASS AIG 403(b) account; please contact Vicki Saunders in the Treasurer's Office to schedule your appointment.
To schedule an appointment: Vicki Saunders Vsaunders@umasp.edu
508-856-4711


  • October 8, 2008
    CSF Hampshire Conference Room
    10:00 to 2:00
  • October 29, 2008
    CSF Amherst Conference Room
    10:00 to 2:00

  • November 15, 2008
    CSF Conference Room
    10:00 to 2:00
  • November 26, 2008
    CSF Amherst Conference Room
    10:00 to 2:00

  • December 17, 2008
    CSF Location TBA
    10:00 to 2:00


Fidelity Investments

To schedule an appointment with Fidelity contact Jim Baga at 1-800-642-7131.



TIAA CREF

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UMASS Dartmouth

AIG Retirement Services

Sessions are scheduled via Vsaunders@umasp.edu. Sessions are held at the Charlton College of Business Room 306. Appointments not available 1230 to 130. To schedule an appointment with AIG Retirement Services contact Vicki Saunders, vsaunders@umassp.edu.

Fidelity Investments

To schedule an appointment with Fidelity contact Jim Baga at 1-800-642-7131.


  • TBA

TIAA CREF

To schedule an appointment with TIAA CREF contact Susan Geist 1-800-842-2004.

CLICK HERE FOR TIAA CREF FLYER


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