Setting Appointments

ADVISING SERVICES

To set an appointment you can call (515) 294-7680 and speak with someone who handles the appointment calendar. You can email Ann Doty, the Retirement Specialist.  If you will give 2 or 3 dates with times you would like to meet that are 2 or more weeks in the future, she will often get back to you confirming an appointment on one of your options.

You can also set an appointment to have a telephone conversation to get your questions resolved or email her and she will respond in detail.

The Office offers the following services on a confidential one-to-one basis:

  • Individual education on retirement decisions and problems;
  • Information on ISU's Phased retirement programs and other benefits;
  • University retirement procedures;
  • Explaining TIAA/CREF income, investment and allocation options;
  • Filling out applications for TIAA-CREF, IRA, GSRAs; and IPERS
  • Exploration of additional savings options for retirement and other financial goals
  • 401(k)s and other rollovers
  • Life-time income illustrations for TIAA-CREF retirement savings
  • Set up web access for your TIAA-CREF account

The Retirement Specialist can help with all the issues listed below:

  • How to read quarterly statements and other correspondence from TIAA-CREF.
  • How to prepare for a TIAA-CREF individual appointment.
  • When and how do I rebalance my retirement savings?
  • Investment fundamentals (how stocks and bonds work) and understanding your TIAA-CREF options.
  • Choosing between TIAA-CREF funds for your retirement contributions.
  • Financial Steps to Retirement.
  • Why you need a cash reserve.
  • What are the risks in saving for retirement?
  • Additional ways available to save for retirement including the ROTH IRA, Group Supplemental Retirement Annuity (GSRA), and Traditional IRA.
  • Options of how to take retirement income from TIAA-CREF investments.
  • How much income do you need when you retire?
  • Who needs long term care insurance?
  • Emotional Aspects of Retirement Planning.
  • Emotional Aspects of Retirement.
  • ROTH IRAs and ROTH Conversions - when they are appropriate.
  • Who needs a financial advisor and how to chose one.
  • Stock market trends and how the market works.