Employees interested in counseling with a representative from the SURS system or an approved 403(b) or 457 (b) vendor should follow these steps to set up an appointment or get their questions answered.
Employees that are eligible to retire within the next 10 years are able to counsel with a representative from the SURS system once every 12 months. To schedule a counseling appointment:
You can also schedule a counseling appointment by calling SURS at 800-275-7877.
More information on SURS Retirement Counseling can be found on the SURS website.
Bob Intoccia and Nicholas Camarella provide appointments to provide individual financial counseling.
Make an appointment with Fidelity online or by calling 800-642-7131.
Chad Stein provides appointments to provide individual financial counseling.
Make an appointment with TIAA online or by calling 800-732-8353.
Employees needing assistance with the SURS Deferred Compensation Plan should contact the SURS Defined Contribution Contact Center at 800-613-6543 on weekdays between 7 a.m. and 7 p.m. central time.
Roger Lewis provides appointments to provide individual financial counseling for members enrolled in the SURS Deferred Compensation Plan.
Make an appointment with VOYA online (select Northern Illinois University as your location).
Employees needing assistance with the state of Illinois Deferred Compensation Plan should contact the Empower call center at 833-969-4532 on weekdays between 7 a.m. and 9 p.m. central time and on Saturdays between 8 a.m. and 4:30 p.m.
Representatives from Empower provides appointments to provide individual financial counseling for members enrolled in the State of Illinois Deferred Compensation Plan.
Make an appointment with Empower online.