TIAA and Fidelity Financial Consultations

In-person counseling sessions take place between 9 a.m. and 4 p.m. at DeMille Hall, 140 Human Resources Office.

Fidelity

• Consultant: Christian Frost
• Phone/virtual appointment: 
  • Call 800-642-7131, or
  • Sign up online through Fidelity’s updated scheduling site 
• Available dates:

• • Wednesday, Dec. 11
  • Thursday, Jan. 9
  • Tuesday, Jan. 28
  • Thursday, Feb. 6
  • Tuesday, Feb. 18
  • Thursday, March 6
  • Tuesday, March 18

TIAA 

• Consultant: Stephen Jackson – available in person, phone and virtual
• Consultant- Deny Delgadillo – available virtual and phone only
• Phone/virtual appointment: 
  • Call 800-732-8353, or
  • Sign up online through TIAA appointments website
• Available in-person dates:
  • Thursday, Dec. 5
  • Monday, Jan. 13
  • Thursday, Jan. 23
  • Tuesday, Feb. 11
  • Thursday Feb. 27
  • Wednesday, March 19
  • Thursday, March 27
• Available virtual appointments:
  • All month long

Part-time faculty who participate or would like to participate in the Chapman University Tax-Deferred Annuity 403(b) Retirement Plan are also welcome to schedule consultations with these representatives.

Additionally, here are five tips to boost your retirement plan savings:

1. Start Today – It’s never too late to start planning for your future!
2. Contribute to the Chapman University 403b Plan – Pre-tax and after-tax Roth contributions are available. 2024 IRS limits allow you to contribute up to $23,000.
3. Employer Matching Contributions – Eligible participants can receive up to a 6% matching contribution when making an employee contribution!
4. Take advantage of the catch-up provision – Are you age 50?  In addition to the annual limit, you can contribute an additional $7,500.
5. Ask questions and Plan – Retirement planning can be intimidating, but don’t let that stop you.  TIAA and Fidelity representatives can help with a personal consultation session.

If you have any questions, contact benefits@chapman.edu.