Do you know how your retirement account is doing?
If you have any of our retirement savings plans, regardless of whether you receive our employer match, it’s important to stay informed about your account balance and investing options.
It’s easy to check your account balance online or by meeting with a retirement planner from Fidelity or TIAA who can help you understand options for investing and withdrawing your money.
Retirement savings plans
Both TIAA and Fidelity understand your needs and will help you make the most of your retirement savings. For more than seven decades, TIAA and Fidelity have specialized in securing retirement and the financial well-being for millions of people like you. Both offer you various plans to fit your needs as well as customer protection guarantees to ensure your investments are secure.
Matching 403(b) and voluntary ways to save with 403(b) and 457(b)
Your employer-sponsored retirement savings plans are designed to help you prepare financially for the future. All of our savings plans include the option to review your accounts and consult with Fidelity and TIAA at any time.
TIAA
For more than 100 years, TIAA has specialized in securing retirements for millions of nonprofit and profit employees, just like you. TIAA equips millions of with knowledge, advice, and the assurance of lifetime income.
Fidelity
For more than 75 years, Fidelity has helped strengthen and secure the financial well-being of millions of people like you. Fidelity understands your needs and have the expertise to help you make the most of your workplace savings.
Answers to any questions about your retirement savings account
See if you have enough money to retire soon
Ask TIAA or Fidelity for a retirement income illustration
Your retirement savings account balance is one major source of income during these later-in-life years.
When you’re close to retirement, ask for a retirement income illustration so you can compare income choices based on your total account balance. TIAA or Fidelity will give you a report that helps answer these questions:
- How much income can I receive from my retirement accounts?
- What income choices are available to me?
- What is the best way for me to withdraw my retirement assets while I am retired?
Answers to any questions about your retirement savings account
- Newly hired? Ask for an account setup and overview.
- Ready to learn more? Ask about investment options and managing funds.
- Retiring soon? Ask for a retirement income illustration when to learn how much you could withdraw each month.
Have a retirement savings account question? Two ways to get answers
1. Check your balance anytime online
Both Fidelity and TIAA provide online access to your accounts, including apps you can download.
Fidelity and TIAA online accounts
Both Fidelity and TIAA make it easy to access your employer-sponsored account balances online. First, you’ll create your account and then you’ll be able to log in any time. Consider downloading their apps, which include tools to help you plan.
2. Talk to a retirement savings planner about all your questions
Make an appointment for an in-person or online consult to see if you’re on track at any age, or to request a retirement income illustration if retirement is closer.
Savings consultations with Fidelity or TIAA
On-campus and virtual appointments are available. At each stage of life, it’s a good idea to consult about your retirement savings. Fidelity and TIAA will be able to answer your questions about investment options, and they can help you set up your online account if you haven’t already.
CAPTRUST hosting in-person sessions Dec. 10, 11
Learn moreRetirement savings benefits
Employer-sponsored retirement savings accounts with TIAA and Fidelity are available to most employees, and a 200% employer match is offered to those in a regular, full-time role.
Contact our office
Monday-Friday from 7:30 a.m. to 5 p.m.
(859) 257-9519 option 3
benefits@uky.edu
204 Mandrell Hall