Explore your financial future and sign up for a free one-on-one consultation with a Workplace Financial Consultant from Fidelity. One-on-one consultations are intended for retirement planning guidance, such as comparing investment choices, developing a retirement income plan or consolidating multiple retirement accounts. 

For additional information about your retirement options, consider attending retirement seminars, which are offered multiple times a year.  

Scheduling a One-on-One

A one-on-one consultation provides guidance to help you maximize your retirement savings and plan for other financial goals. Fidelity Workplace Financial Consultants are licensed, seasoned financial professionals who are non-commissioned to ensure UM employees receive unbiased information. You can schedule online or call 1-800-328-6608.

Optimize Your Consultation

Whether your retirement is several years away or just around the corner, a consultation can be used to:  

  • Ask questions about saving for retirement and other financial goals 

  • Evaluate investment choices that meet your needs 

  • Create an action plan to get and stay on track for retirement 

  • Review retirement income options 

Fidelity Information

Fidelity is the administrator for the University’s Voluntary Retirement Plans (VRPs). The VRPs include options to enroll in 403(b), 457(b) or 401(a) Supplemental Retirement Plans, depending on your eligibility.