Retirement Counseling Schedules
Below you will find retirement plan counseling sessions information related to:
- SUNY Optional Retirement Program
- SUNY Voluntary 403(b) Savings Plan
- New York State Deferred Compensation Plan*
- New York State Teachers' Retirement System
- FIT Foundation Retirement Plan
SUNY Optional Retirement Program (SUNY ORP) | SUNY Voluntary 403(b) 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
Meetings are by appointment at 333 7th Ave., 16th Fl, Saturn Conference Rm 16.03
Hours: 9 am - 4 pm
May 6
June 3
June 6
To schedule an appointment with the consultant, Steve Baumeister, please click on the link below to find a day and time that works best for you. You will have to log in to gain access to the calendar to schedule - online scheduling portal. Otherwise, please contact TIAA at (800) 732-8353, weekdays, 8 am to 8 pm (ET) to schedule an appointment.
If you have any questions, send an email to [email protected] or contact Steve at (212) 916-4141. See also: TIAA.org
VOYA Financial
Meetings are by appointment at 333 7th Ave., 16th Fl, Mars Conference Rm 16.02, exceptions
are noted below.
Hours: 9 am - 3 pm
May 14
June 11
To schedule an appointment, please call Alex Cañas of VOYA at (631) 755-0849, Monday through Friday, for phone and video conference availability. You may also contact Alex at (917) 613-4810 (no texts please), or alex.canas@voyafa.com. Otherwise, please call VOYA at (800) 438-1272. See also: VOYA.com
Corebridge Financial
Meetings are by appointment at 333 7th Ave., 16th Fl, Mars Conference Rm 16.02, exceptions
are noted below.
Hours: 9 am - 3 pm
April 25
May 16
June 5
To schedule an appointment, please call Michael Maida of Corebridge Financial formerly AIG Retirement Services at [email protected], (914) 450-3299, Monday through Friday, for phone and video conference availability. You may also register for an appointment. See also: Corebridge Financial.com
Fidelity Investments
Meetings are by appointment at 333 7th Ave., 16th Fl, Mars Conference Rm 16.02, exceptions
are noted below.
Hours: 9 am - 5 pm
April 18
May 23
June 20
To schedule an appointment with FIT's designated consultants, Alexandra Sbordone and Courtney Mayes, please call Fidelity Investments at (800) 642-7131, or you may schedule your appointment
online for phone and video conference availability. To register and set up your appointment
online, go to Fidelity.com.
- Schedule a time to meet
- Type in employer name (type SUN and then selecte SUNY from the drop down)
- Select an appointment type
- Select a date from the calendar on the top right corner or scroll down and see all available reps.
New York State Deferred Compensation Plan
(Available to employees of FIT only)
To schedule an appointment, please call Peter Quinn of NYSDCP at (518) 203-0227 to discuss enrollment, your existing account, and your retirement goals. You may also contact Peter by email [email protected]. Otherwise please call NYSDCP at (800) 422-8463. You can also visit NYSDCP to enroll, find retirement planning resources and more.
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.
Retirement benefit consultations help you see the impact of reaching key service milestone; review your benefit payment options at retirement; and receive personalized benefit estimates. Consultations are conducted by phone, personal device video which allow you to meet with a NYSTRS representative securely online using your own personal computer, smartphone or tablet.
*The New York State Deferred Compensation (NYSDCP) is not available to FIT Student Housing Employees.