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You’re not alone in your retirement journey. From building your budget, to planning for your future, to simply being confident in your investing decisions, the University of Miami and Fidelity offer resources that can help you feel more in control of your finances today – and your financial plan for tomorrow.

Plan for Your Future with Confidence

Check out these easy-to-use savings tools to help you assess your needs and maximize your savings.

403(b) Contribution Calculator
Helps you determine the maximum elective salary deferral contribution you may make to your 403(b) Plan.

Roth Contribution Modeler
Helps you compare the effects of making traditional pre-tax and/or Roth contributions – now and in retirement.

Take Home Pay Calculator
See how your pre-tax contribution might affect your take-home pay.

Your Contribution Maximizer
Use this tool to help you maximize your contributions by calculating amounts and looking at IRS limits.

Take Care of Your Financial Priorities

Build confidence and take control over your full financial picture with these resources.

Emergency savings
The Fidelity® Cash Management Account offers a convenient way for you to spend, save, and invest to help you stay prepared for financial emergencies.

Goal-based savings
Fidelity Goal BoosterSM can help you save more successfully for your short-term savings goals – such as buying a first home – by integrating education and goal management tools with a selection of Fidelity’s saving and investing products.

Estate planning
The Fidelity Estate Planner can help make estate planning easier to understand by simplifying the process for you – regardless of your family situation.

Mortgages
LendingTree’s online marketplace lets you determine if taking out a new mortgage or refinancing an existing one is a fit.

The Fidelity Cash Management account is a brokerage account designed for investing, spending and cash management. Investing excludes options and margin trading. For a more traditional brokerage account, consider the Fidelity Account.

The Fidelity Estate Planner is not an attorney referral service. When applicable, participating attorneys, or their respective law firms, have not paid a fee or compensation to be included or listed in the Fidelity Estate Planner, nor does Fidelity receive any fee or compensation for providing the law firm and attorney contact information to its customers. Fidelity does not recommend or endorse any law firm or attorney listed in the Fidelity Estate Planner. Fidelity is not assessing your legal needs or providing legal advice in the Fidelity Estate Planner. There is no requirement that you select any of the law firms or attorneys in the list. You are free to select any law firm or attorney of your choice. The Fidelity Estate Planner is educational in nature and is not intended to serve as the primary basis of your estate and/or tax planning decisions.


New Hire Resources

Just joined the University of Miami team? It’s not too early to start taking advantage of your retirement savings benefits. The checklist and tools below can help you get started.

New Hire Checklist

Why Choose Fidelity?

Learn more about the ways Fidelity can help you prepare for the future you dream of.

 

Watch a Short Video

 

Explore the Fidelity Webcast Hub

Get insights into the latest market trends and investment tips through short videos and a podcast.

Check It Out

 

Where to Go for More Help

Need help figuring out how to save for retirement while juggling all your other financial priorities?

Call

Fidelity: 800-642-7131
Representatives are available between 8 a.m. and 9 p.m. ET, Monday through Friday.

TIAA: 800-842-2252
Representatives are available between 8 a.m. and 10 p.m. ET, Monday through Friday. 

Go Online

Fidelity NetBenefits®

TIAA

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The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

The general information contained in this summary does not address all requirements of the Plans and complete information is contained in the official Plan documents. If this summary differs from the terms and provisions of the official Plan documents, the official Plan documents will govern and control. University of Miami reserves the right to amend, suspend, or terminate its Plans at any time, in whole or in part. Participation in these Plans is not an offer or guarantee of employment.

Investing involves risk, including risk of loss.

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