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

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 is the best asset allocation mix and investment strategy 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

November 17 and November 20
December 15 and December 18
January 26 and January 29
February 23 and February 26
March 23 and March 26
April 27 and April 30
May 18 and May 21
June 22 and June 25

To schedule an appointment with Consultant Steve Baumeister, please click the link below to find a day and time that works best for you.  To access the calendar and schedule, you will need to log in to the online scheduling portal.  Otherwise, please get in touch with 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

November 11
December 9
January 20
February 17
March 17
April 21
May 19
June 16

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

October 30
November 13
December 11
January 8
February 5
March 5
April 9
May 7
June 4

To schedule an appointment, please contact Michael Maida of Corebridge Financial at [email protected] or (914) 450-3299, Monday through Friday, to inquire about phone and video conference availability.  You may also register for an appointment at FIT.  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

November 10
December 4
January 15
February 12
March 12
April 16
May 14
June 11

To schedule an appointment with FIT's designated consultants, Colleen O'Connell 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 schedule your appointment online, visit Fidelity.com. 

  • Schedule a time to meet.
  • Type in the employer name (type SUN and then select SUNY from the drop-down)
  • Select an appointment type.
  • Select a date from the calendar in the top right corner, or scroll down to view 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 essential.  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 best assist them: 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 milestones, review your benefit payment options at retirement, and receive personalized benefit estimates.  Consultations are conducted by phone, personal device video, which allows 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.