Published to Newsletter on Sep 18, 2025
Have you received emails from unknown sources claiming 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? Solicitations like these from third-party financial companies have not been reviewed or approved by UNM or the New Mexico Educational Retirement Board (NMERB). This should be treated as spam. For instructions, visit goto.unm.edu/security-awareness or What is Spam Email at FastInfo 7929.
The University of New Mexico partners with five financial companies that have agreed to offer free financial planning, including retirement estimates and recommendations, to UNM employees, retirees, and their families. Local representatives from these 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.
The New Mexico Educational Retirement Board (NMERB) provides pre-retirement planning consultations and rollover/ refund services via NMERB Online Appointments.
For more information about UNM’s financial services partners, contact Benefits & Employee Wellness at 505-277-6947 or email HRBenefits@unm.edu.
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