Financial Counseling

Accessing advice services

By phone or in person

Schedule a one-on-one consultation to get answers to your financial questions or develop an action plan with clear steps that help you address your retirement goals.

If you schedule a consultation, bring your financial account statements (including statements for retirement investments outside of the USG retirement plans) and your most recent social security statement, if available.

To receive help deciding how to build your portfolio with your chosen investment provider(s):

• Fidelity 800-642-7131, weekdays, 8 a.m. to 9 p.m. (ET).
• TIAA 800-732-8353, weekdays, 8 a.m. to 8 p.m. (ET).
• VALIC 800-448-2542, weekdays, 8:30 a.m. to 5:30 p.m. (ET).
• CAPTRUST 800-967-9948, Monday to Thursday, 8:30 a.m. to 5:30 p.m., and Friday, 8:30 a.m. to 4 p.m. (ET).

Schedule an Appointment Online

Click your vendor’s logo to schedule an appointment.