Mercer Advisors
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Question

Where should I get help coordinating my TIAA and Fidelity accounts?

Answer

The Mercer Advisors Ann Arbor-based team specializes in helping U-M employees coordinate TIAA and Fidelity investments into one unified retirement strategy. They can also help align these accounts with outside IRAs, brokerage accounts, and your spouse’s employer benefits.

Related FAQs

Pre-tax or Roth contributions: which is better for U-M employees?

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TIAA or Fidelity: which provider should I use for my U-M retirement?
Retirement Professions Young Professionals Retirement Planning Higher Education Healthcare & Medicare FAQs
Last Updated May 20, 2026
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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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