Retirement Counseling Schedules

Below you will find retirement plan counseling sessions information related to:

  • SUNY Optional Retirement Program
  • SUNY 403(b) Voluntary Savings Plan
  • New York State Deferred Compensation Plan
  • New York State Teachers' Retirement System

SUNY Optional Retirement Program (SUNY ORP) | SUNY 403(b) Voluntary Savings Plan

Individual counseling sessions are available with the Authorized Investment Providers that will help you answer questions such as:

  • Am I on the right track to reach my retirement financial goals?
  • What asset allocation mix, and investment strategy is best for me?
  • What is the best retirement income strategy for me?

TIAA

To schedule an appointment with the consultant, Steve Baumeister, please visit the online scheduling portal or please call TIAA at (800) 732-8353, Monday through Friday, 8 am to 8 pm. Phone and video conferencing is available.

If you have any questions, an email to [email protected] or contact Steve at (212) 916-4141. See also: TIAA.org 

VOYA Financial

To schedule an appointment, please call Alex Ca?as of VOYA at (800) 759-9317, Monday through Friday, for phone and video conference availability. You may also contact Alex at (631) 755-0849 or (917) 613-4810 or [email protected]voyafa.com. See also: SUNY Retirement Programs 

AIG Retirement Services (formerly VALIC)

To schedule an appointment, please call Thomas Lynch of AIG Retirement Services at (917) 628-0014, Monday through Friday, for phone and video conference availability. See also:  VALIC.com

Fidelity Investments

To schedule an appointment with the consultant, Cara Every, please call Fidelity Investments at (800) 642-7131, or you may schedule your appointment online. To register and set up your appointment online, go to Fidelity.com

  • Select One-on-One Consultation, then click on Continue
  • Select Your Employer (State): New York
  • Select Your Employer (Institution): SUNY State University of New York. 
  • Complete the required sections on the Registration Information screen, then click on Continue
  • Select your desired appointment day, click on the Show Available Times, select a time, and click Reserve
  • Review the summary information on the next screen and if all the information is accurate click Confirm to set up your appointment.

New York State Deferred Compensation Plan

(Available to employees of FIT only)

FIT's New York State Deferred Compensation Plan (NYSDCP) retirement consultant is Arlene Werner. Virtual appointments related to new enrollments, existing account management, and general retirement counseling/planning are available.  Schedule a virtual appointment here or contact Arlene at  [email protected] or (614) 854-4547.

NYSDCP also offers virtual educational seminars.

New York State Teachers' Retirement System (NYSTRS)

No matter how far along you are in your career, careful financial and retirement planning are critical.  NYSTRS’ Pension & Retirement Education Program (PREP) is designed to help members of all ages accomplish that.  Members can tailor PREP to fit their needs by attending an entire seminar (8:30 am - 3:30 pm) or just those modules that help them the most: NYSTRS benefits; financial planning; Social Security; estate planning; retirement—a new beginning; and the retirement process.

PREP seminars are free, and sessions are held throughout the year across the state. The schedule is available on the Retirement Planning > Pension & Retirement Education Program page of the NYSTRS website.