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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 July 9 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday July 26 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday August 13 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday August 30 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday September 6 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday  September 24 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday  October 8 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday October 25 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday November 5 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Thursday  November 29 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday December 3 Office of Human Resources, 333 7th Ave, 16th Fl, Saturn Conference Rm
Monday December 17 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/schedule

 


VOYA Financial

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

Tuesday June 26 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday July 3 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday August 16 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday September 13 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday October 11 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday November 8 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Tuesday December 13 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 July 12 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday August 7 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday September 4 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday October 2 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday November 6 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday December 4 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 July 19 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday August 23 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday September 20 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday October 18 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday November 15 Office of Human Resources, 333 7th Ave, 16th Fl, Mars Conference Rm
Thursday December 20 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.

 

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