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, September 24, in Room 140G
- Thursday, Oct. 2, in Room 140H
- Wednesday, Oct. 8, in Room 140G
- Thursday, Nov. 6, in Room 140H
- Thursday, Nov. 13, in Room 140H
- Monday, Dec. 1, in Room 140G
- Tuesday, Dec. 16, in Room 140H

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 dates:
- Thursday, Oct. 9, in Room 140H
- Monday, Oct. 20, in Room 140H
- Thursday, Nov. 6, in Room 140H
- Monday, Nov. 17, in Room 140H
- Monday, Dec. 1, in Room 140H
- Monday, Dec. 8, in Room 140H

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:

Start Today – It’s never too late to start planning for your future!
Contribute to the Chapman University 403b Plan – Pre-tax and after-tax Roth contributions are available. 2025 IRS limits allow you to contribute up to $23,500.
Employer Matching Contributions – Eligible participants can receive up to a 6% matching contribution when making an employee contribution!
Take advantage of the catch-up provision – Are you age 50? In addition to the annual limit, you can contribute an additional $7,500.
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.