Event report

June 2022 understanding ASU retirement plans

   

Join Fidelity for a brief virtual presentation to get answers to your financial questions and hear what your colleagues are asking too.  Your employer’s retirement plan is an essential part of your future security. Learn how it works, from contributions to investment options, so you can make the most of this important benefit.

Chad McLain, a Fidelity Workplace Financial Consultant, has more than 12 years with the company. He was previously a retirement relationship manager for Fidelity's Retirement Investment Solutions Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Chad holds a bachelor's degree in finance and banking from Utah Valley University and master's degree in business administration from Colorado State University.

TIAA - Between you and ASU, you have a solid foundation of money being set aside for your retirement. Do you know how to get the money back? TIAA will educate you on the considerations, rules, and tax implications to help simplify creating a “paycheck” for yourself when you retire. 

Donn Fitch is a Sr. Financial Consultant at TIAA, a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields. His role focuses on helping participants plan for their financial well-being and retirement. He meets with employees one-on-one and provides personalized counseling, education, and advice, including specific asset allocation and fund selection recommendations based on the plan’s investment options. 

Donn began his financial services career in 1998 and has been with TIAA since 2007 serving our institutional clients in Arizona from the local Phoenix TIAA office.  He holds a Bachelor of Arts in Communication from ASU and holds FINRA Series 7, 8 and 63, registrations while maintaining Life, Health and Variable Annuity licenses from the States of AZ, UT, CO, NM, and ND and additionally obtained the Certified Financial Planner designation.