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Retirement
UWRP/VIP Fund Sponsors and Consultations

UNDERSTAND

Retirement Investment Consultations

Representatives from Calvert, Fidelity, TIAA-CREF, and Vanguard are available to meet with you individually to provide general information about saving for retirement. You do not need to have an account with the fund sponsor to meet with a representative. If you have an account, the fund sponsor representative can review it with you at the time of your appointment. Appointments are scheduled at the Seattle, Bothell, and Tacoma campuses and at Harborview Medical Center.

Fidelity, TIAA-CREF, and Vanguard are fund sponsors of the UW Retirement Plan (UWRP) and the Voluntary Investment Program (VIP). Calvert is a VIP fund sponsor only.

ACT

Go to the Benefits & Work/Life Events Calendar to find available dates and times when representatives will be on-site. You may also set appointments beyond these scheduled opportunities.

Calvert (for VIP only)

To register for an appointment with a Calvert representative:

Fidelity

To register for an appointment with a Fidelity representative:

TIAA-CREF

To register for a seminar or an appointment with a TIAA-CREF representative:

Vanguard

To register for a seminar or an appointment with a Vanguard representative:

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