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Help Sessions - Bozeman

 

TIAA financial counselors will be on campus to discuss plan changes, and all your retirement needs.  Appointment information is below.

UHR is working with TIAA to arrange on campus individual financial counseling sessions for February.  Meanwhile if the following dates' sessions are filled and you feel a conversation in January is important please call Bonnie Davis at TIAA 801-883-5108 to arrange a telephone consultation with a TIAA financial counselor.  Please click here for further information.
Individual Financial Counseling with TIAA Representative 3/1/2018 Times by appointment through TIAA ABB305
Individual Financial Counseling with TIAA Representative 3/20/2018 Times by appointment through TIAA SUB 236
Individual Financial Counseling with TIAA Representative 3/21/2018 Times by appointment through TIAA LJH 731
Individual Financial Counseling with TIAA Representative 3/22/2018 Times by appointment through TIAA LIN 214
Individual Financial Counseling with TIAA Representative 3/27/2018 Times by appointment through TIAA ABB305
Individual Financial Counseling with TIAA Representative 3/28/2018 Times by appointment through TIAA ABB145
Individual Financial Counseling with TIAA Representative 3/29/2018 Times by appointment through TIAA ABB305
Individual Financial Counseling with TIAA Representative 3/30/2018 Times by appointment through TIAA ABB305
University HR is happy to assist with logistical questions.  The Commissioner's Office and TIAA are ready to address other details.  Please call Amy Berry, Associate Director of Retirement Benefits & Pension Plans 406.444.0613 aberry@montana.edu
or TIAA at 800-842-2252 Monday-Friday, 8 a.m. - 10 p.m. (ET) and Saturday 9 a.m. - 6 p.m. (ET)
For a face-to-face appointment with the TIAA financial counselor please call 800-732-8353 Monday - Friday, 8 AM - 8 PM (ET)
or visit www.tiaa.org/montana 
Help Sessions - Other Campuses

We expect that some remote employees may want to take advantage of a workshop or counseling session at a more proximate location. Employee presentations are public at all sites, and TIAA representatives are happy to meet with any MUS employee at any MUS location.  Here are the schedules from other campus locations: