Schedule your personal retirement consultation
Take 30 minutes to review your USC retirement savings accounts with a retirement planning and guidance consultant from your investment company. During your personal appointment, the consultant can help you review your asset allocation, determine if you are saving enough to meet your retirement goals, and evaluate your distribution options at retirement. Bring your questions!
- Fidelity Investments
(800) 642-7131
www.fidelity.com/atwork/reservation
- Prudential Retirement
(800) 719-4901
www.uscpru.com - TIAA-CREF
(626) 432-6300, Option 5
www.tiaa-cref.org/public/products-services/retirement-consultation/index.html - Vanguard
www.meetvanguard.com
The consultants have appointments available every month at various USC locations. To schedule an appointment, contact:
Locations
Health Sciences Campus
Soto Building, 2001 Soto St
Check in at concierge desk
University Park Campus
Credit Union Building, 3720 S Flower St
Take elevator to second floor
Locations for off-campus events at ICT, ISI and Children's Hospital are noted on the online scheduling tools.
Sponsored by
USC Retirement Plan Administration
rpadmin@usc.edu
(213) 821-8131
Participant Fee Disclosure Notice
The Participant Fee Disclosure Notice, required by the Department of Labor, was developed to help ensure that participants (and also employees who are not participating or not yet eligible to participate) receive sufficient information regarding their plan and the investment options available to them.
USC has directed Fidelity Investments, one of the vendors available under the USC Retirement Savings Program, to collect this data from all of the vendors and present their information in a combined notice. This publication contains information that can help you make informed decisions about any account you may have in the retirement plan and includes:
- Fees and expenses related to plan accounts
- Participant rights under the plan
- Rules related to providing investment direction
- Details about the plan's investment options, including investment-related fees and restrictions
For most participants, this notice will be provided annually. The most recent disclosures:
If you have any questions regarding this notice, please contact the USC Retirement Administration Office at rpadmin@usc.edu.
