Resources Available to Help You With Your Retirement Account Check our these helpful resources for planning your future.

Human Resources
January 17, 2025

TIAA and Fidelity Certified Financial Planners are on campus each month to meet with participants.

• For those nearing retirement, they can explain the options available for drawing money when you retire and can help with related paperwork.
• For new employees, they can explain the investment choices and help you set up your retirement account.
• All other participants are encouraged to meet annually with TIAA or Fidelity to review your account and make any necessary changes.

Schedules and instructions for making an appointment are available on the HR website, and then click on “Programs and Events.”

In addition, you have access to free personal financial wellness and planning through SageView Advisory Group, a registered investment advisory firm. They can assist with asset allocation support, answer questions about our retirement plan and help with your overall financial wellbeing. Patrick Abelon from SageView is on campus each month to meet one-on-one with employees. He can answer questions ranging from, “how do I enroll in the 403(b) plan” to “am I on track with my saving goals” and all retirement planning questions in-between. Patrick’s schedule is also on the website noted above.

Questions? Contact Kim Austin at kaustin@wlu.edu or Ext. 8921.