Published to Newsletter on Feb 28, 2024
Have you received emails from an unknown source stating you are eligible for a phone call, teleconference, or other meeting with a licensed representative to discuss your state, federal, and individual retirement benefit questions or long-term care (LTC) needs? Solicitations like these from third party financial companies have not been reviewed nor are approved by UNM or New Mexico Educational Retirement Board (NMERB).
Before responding to a solicitation for any benefit consultation, here are a couple of tips to validate the outreach:
UNM currently partners with five financial companies who have agreed to provide complimentary financial planning, including retirement projections and recommendations, to UNM employees, retirees, and their families. Local representatives from the five companies, all licensed in New Mexico, can be reached here: Complimentary Financial & Retirement Planning. These companies also provide educational workshops through the Benefits & Employee Wellness Financial Wellness Program.
New Mexico Educational Retirement Board (NMERB) offers pre-retirement planning consultations and rollover/ refund services at NMERB Online Appointments.
If HR agrees to a communication campaign by one of our vendors, we will partner with the vendor and will also broadly communicate through normal channels such as HR Newsletter.
For more information about UNM’s financial services partners, contact UNM Benefits & Employee Wellness at 505-277-6947(MyHR) or HRBenefits@unm.edu.
Tags: Benefits
