In-person Retirement Advising

two people meeting in front of a laptop

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.


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.

Reminders

  • 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.

  • There are pending items - check back on September 23rd!
    We have a few schedling items we are actively working on. Don't forget to check our Septmeber 23rd newsletter for additional information on our COMMING SOON! items listed below

Emailed via benefits newsletter on 9/9/2025.
Contact Benefits: (907) 450-8242 |
ua-benefits@alaska.edu | schedule one-on-one time