In-person Retirement Advising
There are still spots left! Sign up today!
- Fidelity is in Juneau THIS WEEK on October 22, 23, and 24
SIGN UP HERE: Fidelity Scheduler (UAS Egan Library, Room 221) - TIAA available in person WEEK OF NOVEMBER 3
SIGN UP HERE: TIAA Scheduler - The Division of Retirement and Benefits offering UA EXCLUSIVE training WEEK OF NOVEMBER 3
- For PERS/TRS DC Sign up here (November 4)
- For PERS DB Sign up here (November 5)
- For TRS DB Sign up here (November 6)
- How do I know what retirement plan(s) I am in?
In-person Retirement Advising - coming this fall!
TIAA, Fidelity, and the Division of Retirement and Benefits (DRB) are coming to UA
campuses this fall. Below is the schedule along with how to sign up. These are for
in-person consultation only. Virtual consultations can be scheduled at any time by
calling the plan sponsor directly. More information below.
Jump to...
How to meet in person
Which sponsor should I meet with?
How do I know what retirement plan(s) I am in?
Reminders
UAS Juneau Campus
When: Wednesday, October 22 – Friday, October 24 (times vary)
- Wednesday, October 22 from 8:30 am – 4:00 pm
- Thursday, October 23 from 8:30 am - 4:00 pm
- Friday, October 24 from 8:30 am - 2:30 pm
Location: UAS Egan Library, Room 221 (Glacier Room View)
Sign up: Fidelity Scheduler
UAF Fairbanks Campus - FULLY BOOKED [review virtual options in dropdown below]
When: Tuesday, October 28 – Thursday, October 30 (times vary)
- Tuesday, October 28 from 8:30 am – 4:00 pm
- Wednesday, October 29 from 8:30 am - 4:00 pm
- Thursday, October 30 from 8:30am - 1:45pm
Location: Eielson Building, Room 305
Sign up: Fidelity Scheduler
UAA Anchorage Campus - FULLY BOOKED [review virtual options in dropdown below]
When: Tuesday, November 11 – Thursday, November 13 (times vary)
- Tuesday, November 11 from 8:30 am – 4:00 pm
- Wednesday, November 12 from 8:30 am - 4:00 pm
- Thursday, November 13 from 8:30 am - 2:30pm
Location: UAA Consortium Library, Room 211M
Sign Up: Fidelity Scheduler
[CONCLUDED] UAA Kodiak College
When: Monday, September 22 (8:00 am – 11:45 am)
Location: Kodiak Campus Library, Benny Benson Building, Room 134a Kodiak Room
[CONCLUDED] UAS Ketchikan Campus
When: Thursday, October 2 (8:30 am – 4:00 pm)
Location: Ketchikan Library, Ziegler Building, Room 114
Sign up: Fidelity Scheduler
UAS Juneau Campus
When: Monday, November 3 (8:00 am - 5:00 pm)
Location: UAS Egan Library, Room 115
Sign up: TIAA Scheduler
UAA Anchorage Campus
When: Tuesday, November 4 - Wednesday, November 5 (8:30 am - 5:00 pm)
Location: UAA Consortium Library, Room 211M
Sign up: TIAA Scheduler
UAF Fairbanks Campus
When: Thursday, November 6 - Friday, November 7 (8:00 am -5:00 pm)
Location: Signers' Hall, Room 215
Sign up: TIAA Scheduler
EXCLUSIVE! DRB hosts virtual event for UA employees ONLY!
The DRB will present three virtual events that cover:
(1) PERS Defined Benefit
(2) TRS Defined Benefit
(3) PERS / TRS Defined Contribution plans.
Please confirm your retirement account prior to registration. Directions on how to confirm your retirement plan are listed in this article.
Location: Virtual
Sign up: Click on the links provided in the drop down menu below
Retirement Plan: PERS Tier IV and TRS Tier III
When: Tuesday, November 4 from 10:00 am - 11:30 am
Registration: Register here for Introduction to Defined Contribution Retirement (DCR) Plan (PERS
Tier IV & TRS Tier III)
This seminar is for PERS and TRS members who entered service after 7/1/2006. It covers this retirement plan and includes information about the defined contribution account, Empower Retirement, retiree insurance plans, Health Reimbursement Arrangement, occupational disability, eligibility, vesting, distribution, etc.
Retirement Plan: PERS Tier I, II, III
When: Wednesday, November 5 from 10:00 am - 11:30 am
Registration: Register here for PERS Retirement Process (PERS DB Plan/Tier I, II and III)
This seminar is designed for Tier I members hired between 1/1/1961 - 6/30/1986, Tier II members who entered service between 7/1/1986 - 6/30/1996, and Tier III members who entered service between 7/1/1996 - 6/30/2006. The interactive session covers the retirement process, Voluntary Savings Plan, eligibility, vesting, service and benefit calculations, early and normal retirement, increasing service credit, survivor options, retiree insurance options, after retirement increases and the timing of benefits.
Retirement Plan: TRS Tier I, II
When: Thursday, November 6 from 10:00 am - 11:30 am
Registration: Register here for TRS Retirement Process (TRS DB Plan/Tier I and II)
This seminar is designed for Tier I members hired between 7/1/1955 and 6/30/1990 and Tier II members who entered service between 6/30/1990 and 6/30/2006. The interactive session covers the retirement process, eligibility, vesting, service and benefit calculations, early and normal retirement, increasing service credit, survivor options, retiree insurance options, after retirement increases and the timing of benefits.
Schedule an in-person or a virtual meeting via the DRB's scheduler.
Below is information on our four main fund sponsors: TIAA, Fidelity, Corebridge, and Lincoln. These are not exhaustive and you may have a Financial Advisor with another company - that's fine, too. The information below is to provide you with a jumping off point, and a few additional resources, should you need.
TIAA
- Tips for working with a financial advisor - a 9 minute webinar that does require registration but you do not need to be a TIAA member to access
- TIAA Webinar Lounge - contains short webinars on all things retirement
- Schedule a 1 on 1 with a TIAA consultant (requires login)
- Call 800-732-8353
Fidelity
- Tools & Resources - includes short videos on retirement basics
- Schedule a 1 on 1 with Dan Kline or Zachary Barkin (does not require login)
- Call 800-642-7131
Corebridge
- Education Center - contains resources for all things financial wellness including debt, student loans, retirement, and more
- Financial Wellness Webinars - many of these are live so watch the date/time and be sure to add to your calendar
- Contact Corebridge - set up 1 on 1 consulting
Lincoln
- Workplace Plan - contains calculators as well as other tools to help you make the most of your finances
- Find a financial professional - complete the intake form and someone from Lincoln will reach out to you
[CONCLUDED] UAA Anchorage Campus
When: Friday, October 3 (times vary)
Three sessions are available: two (2) for employees in PERS Defined Benefit (Tiers
1–3) or TRS Defined Benefit (Tiers 1–2) and one (1) for employees in PERS or TRS Defined
Contribution plans (hired after July 1, 2006).
Presenter: Becky Sheridan, Retirement Counselor with the Division of Retirement
and Benefits with the State of Alaska for 11 years.
TRS Retirement Process | Friday, October 3 | 8:15–10:15 am
This seminar is designed for TRS Tier I members hired between 7/1/1955 and 6/30/1990
and Tier II members who entered service between 6/30/1990 and 6/30/2006. The interactive
session covers the retirement process, eligibility, vesting, service and benefit calculations,
early and normal retirement, increasing service credit, survivor options, retiree
insurance options, after retirement increases and the timing of benefits.
PERS Retirement Process | Friday, October 3 | 10:30 am–12:30 pm
This seminar is designed for PERS Tier I members hired between 1/1/1961 - 6/30/1986,
Tier II members who entered service between 7/1/1986 - 6/30/1996, and Tier III members
who entered service between 7/1/1996 - 6/30/2006. The interactive session covers the
retirement process, Voluntary Savings Plan, eligibility, vesting, service and benefit
calculations, early and normal retirement, increasing service credit, survivor options,
retiree insurance options, after retirement increases and the timing of benefits.
Introduction to PERS and TRS Defined Contribution Retirement Plan (DCR) | Friday,
October 3 | 1:30–3:30 pm
This seminar is designed for Public Employee's Retirement System (PERS) and Teacher's
Retirement System (TRS) members who entered service after 7/1/2006. The interactive
session covers this retirement plan and includes information about the defined contribution
account, financial advice services, retiree insurance plans, Health Reimbursement
Arrangement, occupational disability, eligibility, vesting, investment options, distribution
and additional resources available.
Location: RH 213 or Zoom (sign up to attend in-person or to receive a zoom link)
Sign up: Qualtrics Scheduler
[CONCLUDED] UAF Fairbanks Campus
See the virtual options in the drop down below.
When: Monday, September 15 - Friday, September 19
Location: Eielson Building, Room 305
Which sponsor should I meet with?
- TIAA and Fidelity
Optional Retirement Plan (ORP) | UA Pension Plan | Voluntary 403(b) | Voluntary 457(b)
TIAA and Fidelity work with both the ORP and the UA Pension Plan. Additionally, employees can have a voluntary 403(b) with one (or both) of these vendors and executives can have a voluntary 457(b) with TIAA. For more information on these programs, review our retirement webpage. - The Division of Retirement and Benefits (DRB)
Public Employees Retirement System (PERS) and Teachers Retirement System (TRS)
The Division of Retirement and Benefits (DRB) manages both the PERS and TRS retirement plans.
How do I know what retirement plan(s) I am in?
- Locating your retirement plan(s)
If you are unsure what retirement plan you are in, login in to UAOnline > "Employee Dashboard "> "Benefits" > "Current Summary" > "Select." You can also reach out to the benefits team at (907) 450-8242, ua-benefits@alaska.edu, or schedule a one-on-one.
- Spots are limited but there are virtual options available, too
There are limited time slots for in-person advising. We are planning to do additional in-person advising in 2026 pending demand and attendance. If you are unable to sign up for an in-person event and would like to meet with an advisor, you may do so virtually. Follow the directions located in our recent article. - Not sure if you need to meet with a financial advisor?
Review our recent news article which outlines the benefits of meeting with a financial advisor as well as a few pointers on how to prepare for the meeting.
Emailed via benefits newsletter on 9/9/2025, 9/23/2025, 10/7/2025, 10/21/2025.
Contact Benefits: (907) 450-8242 | ua-benefits@alaska.edu | schedule one-on-one time