Financial Wellness

Implementing smart financial strategies such as budgeting, saving, and planning for retirement can help your current and future financial needs. Establish a solid financial foundation with the tools and resources below.

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NEW: Explore Financial Resources 

To access the ComPsych portal, you need to create an account:

  1. Go to
  2. Click on the tab Register.
  3. Enter Company/Organization Web ID: HN8876C
  4. Company, Organization or Location Identification: University of Arizona
  5. Enter a Username (must be six characters and no spaces), a Password, and additional information.
  6. Accept Terms of Use
  7. Submit.
  8. Optional: Download the app from Google Play or the App Store.


Captrust square logo with text: your retirement blueprint

Your Personalized Retirement BluePrint

A personalized Retirement Blueprint® from CAPTRUST can be a valuable tool to help you plan for and navigate your retirement benefits and other financial priorities (e.g., budgeting, debt, credit, college savings) through CAPTRUST’s participant advice program. Learn more about how a Retirement Blueprint® can improve your financial future and how CAPTRUST can help you achieve your goals.

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Understanding Form W-2

The University Payroll team has created a new interactive Form W-2 Breakdown Tool to help employees understand their 2023 University-issued Form W-2. The tool can be used to reconcile your 2023 Form W-2 statement and provide clarity when reviewing the amounts found in Box 1 (Federal), Box 3 (FICA), and Box 5 (Medicare) of your Form W-2.

Read the Lo Que Pasa Article about this tool.

Savi Student Debt Solution

The Savi Student Debt Solution program can assist you in navigating federal repayment plans and loan forgiveness programs. Enter your info for free to see your options and potential savings. Or pay an annual fee for more assistance and convenient e-filing.

Brought to you by TIAA.

Creating Your Spending Plan Worksheet

Surprises are nice, but not when it comes to your money. If you're scrambling to pay the bills each month, you would probably benefit from having a budget. Map your monthly expenses and set your targets with this worksheet.

Brought to you by TIAA.

Recent Articles

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ORP & Voluntary 403(b) Retirement Advisors

Investment providers approved by the Arizona Board of Regents

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Fidelity Investments

Fidelity Investments help you make better decisions with easy-to-use tools and straightforward insights from experienced professionals. From strategy to analysis, our calculators and tools help you plan, evaluate, and track your finances so you’re always in the know.

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TIAA Financial Planners

It's essential that you start now and stay invested for your future. Taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working. TIAA can also help you work through federal repayment plans and loan forgiveness programs.

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Additional Resources

Request a Presentation

 Foster a culture of well-being in your office by including presentations on financial wellness in a meeting or a department retreat. For groups, units, and departments.

ComPsych FinancialConnect

ComPsych FinancialConnect provides access to an in-house team of financial specialists who can offer unlimited, objective financial guidance on a broad range of issues. This service is available to all benefit-eligible University of Arizona employees, their dependents, and members of their households. 

Call anytime 24/7
855-511-9855 (TTY: 800-697-0353)

Contact Us

Have questions about this program?

Connect with the Life & Work Connections Team
Phone: 520-621-2493

Have questions about your benefits?

Connect with the HR Solutions team