Retirement Plans

USNH Retirement Plans/Information/Forms: https://www.usnh.edu/retirement

How do I enroll or change my retirement plan(s)? USNH User Guide

USNH Retirement Policy

Provider Information:

Upcoming Retirement Consultations at PSU

Fidelity Investments
Paul Bolles, Planning & Guidance Consultant
1-800-642-7131
Website: www.fidelity.com

TIAA
Mary A. (Mimi) Boxwell, Financial Consultant
1-800-732-8353
Website: www.tiaa.org

Frequently Asked Questions

What is the procedure for changing my address with Fidelity or TIAA

You do not need to complete a form in order to change your address with Fidelity or TIAA You can change this information simply by calling your provider at the numbers listed above.

How do I set up a Supplemental Retirement Account (SRA)?

If you are interested in setting up an SRA, you should contact Joye Cushing to schedule an appointment to meet and to obtain the appropriate paperwork.

How do I set up a consultation appointment with my vendor representative on campus?

Fidelity Investments

Paul Bolles, Planning & Guidance Consultant

Phone: 1-800-642-7131 or http://getguidance.fidelity.com/

TIAA | Financial Services

Mary A. (Mimi) Boxwell, Financial Consultant| Field Consulting Group

If you are interested in making an individual appointment, please call Juanita Feliciano at 800-732-8353, or log onto the website at www.tiaa.org