Retirement Plans

The University retirement plan offers a wide range of investment options from both TIAA and Fidelity.  How much you save and how those accounts are managed will determine your standard of living in retirement.  We can help you sort through the 401(a), 403(b) and 457 plans, the pre-tax vs. after tax implications, and which investment options may help earn you the best investment returns.

We offer:

  • Independent, objective, fiduciary advice
  • Ann Arbor’s largest team of fee only CFPs®
  • Over thirty years of investment experience
  • Interactive, updated retirement planning forecast
  • Daily investment returns on our client portal
  • Ability to manage your other family investments
  • Fees can be deducted from TIAA or Fidelity on pre-tax basis
  • Tax advice, planning, and preparation available from our tax team

Navigating Other Benefits

The University also offers many other benefits including:

  • Health Insurance
  • Dental & Vision
  • Life Insurance
  • Legal Services
  • Child Care Assistance
  • And more




To help you sort through the benefit options, we created the complimentary University of Michigan Employee Benefits Roadmap.