USC employees now have access to professional portfolio management services at reduced fees, providing expert support to help you plan for and achieve your long-term financial objectives. Portfolio management services are designed to help you manage your investments and provide you with personalized support to meet your retirement timeline.
Other benefits of portfolio management include:
- Professional expertise: Reduces emotional decision-making.
- Diversification: Helps spread risk across assets.
- Rebalancing: Keeps your investments aligned with your goals.
- Convenience: Less effort required from you.
There is no minimum account balance or income level to take advantage of this service offered by Fidelity, TIAA, or Vanguard. If you are interested in adding this service to your USC Retirement Account, contact your retirement vendor below to get started.
Vanguard: Visit EdelmanFinancialEngines.com or call 800-310-9228 to speak with a managed account specialist about the advice services.
TIAA: Go to tiaa.org/retirementadvisor and log in to get your personalized plan at no extra cost. Choose “Manage It For Me” at the end to enroll in Retirement Plan Portfolio Manager. For more information, go to tiaa.org/managemyretirement.
Fidelity: Log in to Fidelity Net Benefits, go to Plan and Learn, and click Advisory Services and then View personalized investment services.