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Published to Newsletter on Mar 01, 2023
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? Solicitations like these from third party financial companies have not been reviewed nor are approved by UNM or New Mexico Educational Retirement Board (NMERB).
These offers should be treated as SPAM.
Visit What do I do if I receive spam? at FastInfo 7929 for instructions.
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.
NMERB offers pre-retirement planning consultations and rollover/refund services at NMERB Online Appointments.
For more information about UNM’s financial services partners, contact HRBenefits@unm.edu.