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    Retirement Accounts

    My retirement plan is at Fidelity, not TIAA. Can you still work with me?

    Yes. Fidelity is a major retirement plan provider in higher education and medicine — Brown, Wesleyan, MIT, the University of New Haven, and parts of the UMass system all use it. We advise on Fidelity-held assets the same way we do on TIAA, with attention to the specific funds, plan rules, and distribution options that apply to your institution.

    Have a follow-up? and we'll walk through it with you.

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