Retirement Transition Events

It is important that you have the information and resources you need to understand the upcoming changes to the retirement plans and how they may affect you. From late January to mid-March, University of Minnesota and Fidelity representatives will be holding educational seminars, on-site help desks, and one-on-one consultations to provide you information and updates.

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Retirement Transition Seminars

These group seminars are designed to answer questions on the changes and enhancements to University of Minnesota retirement plans. Representatives from Fidelity will give a presentation on the changes and plenty of time will be available for questions.

Registering for the seminars requires an x.500 username and password from the U. If you are retired or otherwise no longer employed by the University, you can attend the seminar you wish without registering.

Walk-Up Help Desks

Just have a question or two? Representatives at the walk-up help desks are available to give you answers to quick questions and general information about the transition. You don't have to register beforehand, just show up!

One-on-One Consultations

Representatives from Fidelity will be available to meet with you privately to answer your questions about the transition. You must register for these sessions before you attend. Once you put in your information, including that you work at the University of Minnesota, you will be able to sign up for consultations on your campus.

Event Schedule

Webinar Sessions

February 19, 2020

February 20, 2020

February 21, 2020

Duluth Events

Wednesday, February 27, 2020

  • One-on-One Consultations | Kirby Hall 301, 351, 355 | Register here

Morris Events

Wednesday, March 4, 2020

  • Retirement Transition Seminars | Student Center Oyate Hall, University Room | 9 a.m. – 10:30 a.m. and noon – 1:30 p.m. and 2 p.m. – 3:30 p.m. | Register here
  • One-on-One Consultations | Student Center Prairie Lounge | Register here
  • Walk-Up Help Desk | Moccasin Flower Room | 8 a.m. – 4:30 p.m.

Thursday, March 5, 2020

  • Retirement Transition Seminars | Student Center Oyate Hall, University Room | 9 a.m. – 10:30 a.m. and noon – 1:30 p.m. and 2 p.m. – 3:30 p.m. | Register here
  • One-on-One Consultations | Student Center, Student Activities Conference Room | Register here
  • Walk-Up Help Desk | Moccasin Flower Room | 8 a.m. – 4:30 p.m.

Rochester Events

Wednesday, February 26, 2020

  • Retirement Transition Seminars | Usq Room 419 | 10 a.m. – 11:30 a.m. and 1 p.m. – 2:30 p.m. | Register here
  • One-on-One Consultations | USq Room 348 | Register here
  • Walk-Up Help Desk | USq Room 349 | 8 a.m. – 5 p.m.

Twin Cities Events

Tuesday, February 18, 2020

  • One-on-One Consultations | Saint Paul | Coffey Hall | Register here

Wednesday, February 19, 2020

  • Retirement Transition Seminars | Saint Paul | Saint Paul Student Center Theater | 12:30 p.m. – 2 p.m. and 3 p.m. – 4:30 p.m. | Register here
  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here
  • Walk-Up Help Desk | Saint Paul | Saint Paul Student Center 202 | 8 a.m. – 7 p.m.

Thursday, February 20, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Friday, February 21, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Tuesday, February 25, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Friday, February 28, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Tuesday, March 3, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here
  • One-on-One Consultations | St. Paul | Coffey Hall | Register here
  • Walk-Up Help Desk | Minneapolis | Donhowe 2nd Floor Atrium | 8 a.m. – 11:30 a.m. and 1:30 p.m. - 5 p.m.

Wednesday, March 4, 2020

  • One-on-One Consultations | St. Paul | Coffey Hall | Register here

Thursday, March 5, 2020

  • One-on-One Consultations | St. Paul | Coffey Hall | Register here

Friday, March 6, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here
  • One-on-One Consultations | St. Paul | Student Center | Register here
  • Walk-Up Help Desk | Minneapolis | Donhowe 2nd Floor Atrium | 8 a.m. – 11:30 a.m. and 1:30 p.m. - 5 p.m.

Tuesday, March 10, 2020

  • Retirement Transition Seminars | Minneapolis | McNamara Alumni Center | 11:30 a.m. - 1 p.m. and 3 p.m. - 4:30 p.m. | Register here
  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here
  • Walk-Up Help Desk | Minneapolis | McNamara Gateway Room | 8 a.m. - 5 p.m.

Wednesday, March 11, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here
  • Walk-Up Help Desk | Minneapolis | Donhowe 2nd Floor Atrium | 8 a.m. – 11:30 a.m. and 1:30 p.m. - 5 p.m.

Thursday, March 12, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Friday, March 13, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Tuesday, March 17, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Wednesday, March 18, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Thursday, March 19, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Friday, March 20, 2020

  • One-on-One Consultations | Minneapolis | Donhowe Building | Register here

Find Help

Call Fidelity at 800-343-0860 for help or investment advice. To make an appointment with a Fidelity representative, call the Fidelity reservation line at 800-642-7131, go online to NetBenefits.com/UMN.

You can contact Total Compensation by calling 4-UOHR (612-624-8647 or 800-756-2363) and select option 1 or you can send an email to benefits@umn.edu.