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Make Financial Plans


You will be eligible to withdraw from your University 401(a) and 457(b) retirement plans after you have been retired for 32 days or longer.  If you contributed to a 403(b) Plan, you may withdraw from that plan any time after you reach age 59½.  You will want to make sure you have sufficient funds to cover your expenses until you are able to withdraw from your retirement plans.

If you are enrolled in a Utah Retirement Systems retirement plan, you should begin working with URS at least three months prior to retirement, so your benefit payments can begin when you retire.

Meet with a licensed representative for a one-on-one consultation to help you create a plan for finances in retirement.

  • To schedule a meeting with a Fidelity representative go to www.netbenefits.com/uofu and click on the “Meet with Us” tile or call (800) 343-0860.
  • To schedule a meeting with a TIAA representative go to TIAA.org/uofu and click on “Schedule Now” in the Professional Advice tile or call (800) 842-2252.
  • To schedule a meeting with a URS representative go to URS.org or call (801) 366-7770.