Individual Counseling

The University offers individual counseling sessions with investment professionals from TIAA-CREF and Fidelity Investments. Appointments are avaliable throughout the year at Main Campus, Health Science Campus, Ambler, and Harrisburg.

For counseling session schedule dates and locations, click below:

• TIAA/CREF Individual Counseling Sessions

• Fidelity Investments Individual Counseling Sessions

Frequently Asked Questions (FAQs)

Vendor Contact Information

• TIAA-CREF

             - www.tiaa-cref.org/temple

             - 1(800) 842-2010

• Fidelity

             - www.fidelity.com/atwork

             - 1(800) 343-0860

Information Regarding Roth 403(b)

Information Regarding Social Security