Retirement Plan Strategy Resources

3/20/20, 1:32PM

As the market continues to experience challenges surrounding COVID-19, we understand that many may have concerns about the state of their finances and retirement plans.  The UNC System retirement carriers (Fidelity and TIAA), as well as our independent financial advising group (CAPTRUST), have been actively working to create relevant information to assist you with creating a peace of mind during turbulent market times.  Individuals are also encouraged to reach out with any questions regarding market volatility and its impact on your retirement and/or general finances via the advisory services centers. See provided links below to various articles and webinars, as well as the contact information to the advisory services centers. 

 

ARTICLES:

Staying the Course For Retirement

Investors React to Spreading Coronavirus

Coronavirus: Trading an uncertain market

Coronavirus and the power of mindful investing

7 Principles for Investing in Volatile Markets

 

WEBINARS:

CAPTRUST: Coping with Market Volatility

TIAA: Market Volatility  (Upon log in, there will be a pop up box with the global outlook webinar with a “Register” button)

FIDELITY: Market Update: The latest developments and having confidence in your plan

 

ADVISORY SERVICES

 

Vendor

Individual Advisory Service

CAPTRUST

www.captrustadvice.com

TIAA

866-842-3519

Fidelity

800-343-3548