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

June 22 and June 25
July 7 and 9
August 3 and 6
September 3 and 14
October 5 and 8
November 2 and 5
December 3 and 7
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, log in to the online scheduling portal.  Otherwise, please contact TIAA at (800) 732-8353 during weekdays, 8 am to 8 pm (ET), to schedule an appointment. 

If you have any questions, email sbaumeister@tiaa.org 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

June 16
July 28
August 25
September 22
October 27
November 17
December 15

To schedule an appointment, please call Alex Cañas at VOYA at (631) 755-0849, Monday through Friday, to confirm availability for phone and video conferences.  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.
Hours: 9 am - 3 pm

June 4
July 16
August 13
September 10
October 15
November 12
December 10

To schedule an appointment, please contact Tom Lynch of Corebridge Financial at thomas.lynch@corebridgefinancial.com 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

To schedule an appointment with your Fidelity SUNY Team, please visit www.fidelity.com/schedule and follow these steps:  

  • Schedule a time to meet.
  • Type in the employer name (type SUN and then select SUNY -State University of New York from the drop-down)
  • Select an appointment type (Virtual or In-Person). If selecting in person, you will be prompted to choose your campus location.
  • Select a date from the calendar in the top right corner, or scroll down to view all available reps.

You may also call Fidelity at (800) 642-7131 or schedule your appointment with Colleen May by phone. 

Meetings are by appointment at 333 7th Ave., 16th Fl, Mars Conference Rm 16.02.
Hours: 9 am - 5 pm

July 23
September 17
October 22
November 19
December 17

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 quinnp8@nationwide.com.  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 their needs by attending the entire seminar (8:30 am - 3:30 pm) or just the 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 or via personal device video, allowing you to meet with an 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.