Would you like to make some adjustments in your investments but aren’t sure how? Are you worried about stock market volatility? Do you want to be sure your investments are well diversified? Our Tax-Sheltered Annuity Program investment company representatives are available for one-on-one counseling sessions. These sessions are available for those who already participate in the TSA Program as well as for those who don’t yet participate. This is a wonderful – free – service our investment companies provide.

T. Rowe Price provides individual counseling sessions over the phone. To speak to a T. Rowe Price representative, call 1-888-263-2899.

Lincoln and Ameriprise have advisors for all campuses. Call to find out the location nearest you. For Lincoln, call 608-238-8388. For Ameriprise, call 608-819-0500.

TIAA-CREF and Fidelity offer one-on-one counseling sessions on campuses. The sessions tend to fill up fast, so don’t put off calling. You must make an appointment with the individual company in advance.

How to Register

  • TIAA-CREF: To schedule an appointment with a TIAA-CREF representative, sign up online or call 1-800-732-8353.
  • Fidelity: To schedule an appointment with a Fidelity representative, sign up online or call 1-800-642-7131.

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