fb-pixel
skip to con tent

In this section

Retirement Counseling Schedules

The individual counseling sessions will help you answer questions about the SUNY Optional Retirement Program (SUNY ORP) and the SUNY Tax Deferred Annuity Plan, 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?

The Authorized Investment Providers for the SUNY ORP and the SUNY Tax Deferred Annuity Plan  are TIAA, VOYA Financial, VALIC, and Fidelity Investments.

 


TIAA

Consultations will be held between the hours of 9:00 a.m. and 4:00 p.m. on the following dates:

Monday December 18 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday January 8 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday January 25 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday February 5 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday February 22 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday March 5 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday March 22 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday April 2 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday April 19 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday May 7 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday May 24 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday June 4 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday June 21 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm

To schedule an appointment with the consultant, Steve Baumeister, please call TIAA at 800.732.8353, Monday through Friday, from 8 a.m. to 8 p.m.  Website:  www.tiaa.org/suny

 


VOYA Financial

Consultations will be held between the hours of 10:00 a.m. and 3:00 p.m. on the following dates:

Tuesday January 23 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday February 27 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday March 20 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday April 24 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday May 22 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday June 26 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm

To schedule an appointment, please call Alex Cañas of VOYA at 800.759.9317, Monday through Friday.   Website:  https://suny.beready2retire.com/

 


VALIC

Consultations will be held between the hours of 10:00 a.m. and 3:00 p.m on the following dates:

Thursday January 4 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday February 1 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday March 1 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday April 5 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday May 3 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday June 7 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm

To schedule an appointment, please call Thomas Lynch of VALIC at 917.628.0014, Monday through Friday. Website:  www.valic.com/suny


Fidelity Investments

Consultations will be held between the hours of 9:00 a.m. and 5:00 p.m. on the following dates:

Thursday December 21 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday January 18 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday Feburary 8 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday March 8 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday April 12 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday May 10 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday June 14 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm

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 getguidance.fidelity.com and:

  • 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.  A drop down menu will then appear.  Click on SUNY Fashion Institute of Technology
  • 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.

 

©