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December 18, 2017

TO:         Northern Illinois University Employees Enrolled in the SURS Self-Managed Retirement Plan

FROM:    Human Resource Services                   

RE:         Upcoming Fidelity Retirement Consultant Campus Visit

As the primary administrative services provider for the State Universities Self-Managed Plan, Fidelity Investments would like to announce that Nicholas Camarella, a Retirement Planning and Guidance Consultant will be on campus (Holmes Student Center, Room 304) on the following date for individual counseling appointments:

  • January 22, 2018

All employees in the SURS Self-Managed plan, regardless of whether they invest with Fidelity Investments or TIAA, have the opportunity to schedule a counseling appointment.

In the individual counseling session, Nicholas Camarella is ready to help you:

  • Manage your retirement savings goals
  • Review investment choices
  • Build a plan that’s easy to put into action

To schedule a one-on-one appointment, please call (800) 642-7131 or register online at getguidance.fidelity.com (*select SURS as your employer and Northern Illinois University as your location).  The counseling appointments are 45 minutes in length.  Employees should bring relevant account statements and any paperwork to help address any questions and needs.

Any questions about this announcement can be directed to Liz Guess at (815) 753-1347.