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Meet with a Representative

Schedule a one-hour personalized appointment to discuss your plan benefits in depth. A Fidelity and/or TIAA-CREF representative can work with you to review your account, answer your questions and help you ensure you have a plan to stay on track for your goals.

Fidelity Investments

To schedule an appointment call 1-800-642-7131 Monday through Friday 7:30 a.m. to 11:00pm or schedule a meeting online.

Appointments are available onsite with Sasha Owens, CFP® at Fidelity. Her office is located at 808 Church Street, Evanston, IL 60201. Appointments available Monday through Friday from 8:30 am to 4 pm.  Sasha’s phone number is 847-853-0583, extension 25655.

TIAA

To schedule an appointment, call 1-800-732-8353 Monday through Friday 8 am to 6 pm or schedule a meeting online.