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Retirement Plan 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 and New York State Teachers' Retirement System. Detailed information about these plans is found here.

SUNY Optional Retirement Program (SUNY ORP) and the 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 TIAA Virtual Counseling schedule or please call TIAA at (800) 732.8353, Monday through Friday, from 8 am to 8 pm for phone and video-conference availability.  Website:  www.tiaa.org/schedule 

If you have any questions, an email would be preferred at [email protected] or contact Steve at (212) 916-4141.


VOYA Financial

To schedule an appointment, please call Alex Cañas of VOYA at 800.759.9317, Monday through Friday for phone and video-conference availability.  Website:  https://suny.beready2retire.com/ 

You may also contact Alex at the following numbers:

Toll Free: (800) 759-9317 Phone: (631) 755-0849

Cell: (917) 613-4810 ***No texts to the cell number please.***

E-mail: [email protected]voyafa.com


AIG Retirement Services

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.

Website:  www.valic.com/suny


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 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. 
      • 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. Click here to schedule a virtual appointment or contact Arlene by email, or by phone at (614) 854-4547.

NYSDCP also offers virtual edcuational seminars. Click here to register.

 


New York State Teachers' Retirement System (NYSTRS)

No matter how far long 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.

Members can schedule a video consultation through the Tools page in their MyNYSTRS account or by calling NYSTRS at (800) 348-7298, Ext. 6100. Consultations are still also offered by telephone and may be scheduled in the same manner. (In-person meetings are on hold due to the pandemic.)

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