Retirement Plan Counseling

Meet one-on-one with a retirement plan representative to discuss your investment plan. All of Emory's retirement plan vendors, Fidelity Investments, TIAA and Vanguard offer individual retirement counseling sessions throughout the year.

2022 Schedule

Note: Due to COVID-19, all retirement plan counseling sessions will be conducted virtually. Listed below are the dates and times of available sessions:

Retirement Plan Counseling Session Schedule - 2022
FidelityTIAAVanguard
January 7, 10-14, 18-21, 31
8:30 am–4:30 pm
January 13, 14, 27
8:30 am–3:30 pm
January 25, 26, 27
8:30 am–4:30 pm
February 1-4, 7-10, 15-18, 22-25, 28
8:30 am–4:30 pm
February 1, 4, 11, 23, 24
8:30 am–3:30 pm
February 22, 23, 24
8:30 am–4:30 pm
March 1-4, 7-11, 14-18, 21-25, 28
8:30 am–4:30 pm
March 1, 2, 3, 4
8:30 am–3:30 pm
March 29, 30, 31
8:30 am–4:30 pm
April 11-15, 18-22, 25-29
8:30 am–4:30 pm
April 20, 21
8:30 am–3:30 pm
April 26, 27, 28
8:30 am–4:30 pm
May 2-6, 9-13, 16-20, 23-26
8:30 am–4:30 pm
May 11, 12
8:30 am–3:30 pm
May 24, 25, 26
8:30 am–4:30 pm
June 1-3, 6-10, 13-16, 21-24, 27-30
8:30 am–4:30 pm
June 13, 14
8:30 am–3:30 pm
June 28, 29, 30
8:30 am–4:30 pm

Make an Appointment

To schedule an individual retirement counseling session, review the schedule below and contact the retirement plan vendor directly: