403(b) Plan

University of Massachusetts > Treasurer's Office > 403(b) Financial Counseling Sessions

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.

• August 29, 2008
• October 21, 2008
• December 6, 2008

TIAA CREF

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

• August 19 & 20, 2008
• September 17 & 18, 2008
• October 21 & 22, 2008
• November 18 & 19, 2008
• December 10, 2008
  

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.

• TBA

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 Faciltiy 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.

• August 5, 2008
• October 7, 2008
• December 9, 2008
  

TIAA CREF

• TBA

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.

• August 20, 2008
• September 10, 2008
• October 1, 2008
• October 22, 2008
• November 5, 2008
• November 19, 2008
• December 10, 2008
  

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.
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• August 5, 2008
• September 4, 2008
• October 7, 2008
• November 6, 2008
• December 4, 2008
  

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