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
  • FIT Foundation Retirement Plan

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 asset allocation mix, and investment strategy is best 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

January 13
January 16
February 10
February 13
March 10
March 13
April 14
April 17
May 12
May 15
June 9
June 12

To schedule an appointment with the consultant, Steve Baumeister, please click on the link below to find a day and time that works best for you.  You will have to log in to gain access to the calendar to schedule - online scheduling portal.  Otherwise, please contact 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

January 7
February 4
March 4
April 1
May 6
June 3

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

January 23
February 20
March 20
April 17
May 22
June 5

To schedule an appointment, please call Michael Maida of Corebridge Financial formerly AIG Retirement Services at [email protected], (914) 450-3299, Monday through Friday, for phone and video conference availability.  You may also register for an appointment.  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

January 30
February 27
March 27
April 24
May 29
June 26

To schedule an appointment with FIT's designated consultants, Courtney Mayes and Alexandra Sbordone, please call Fidelity Investments at (800) 642-7131, or you may schedule your appointment online for phone and video conference availability.  To register and set up your appointment online, go to Fidelity.com. 

  • Schedule a time to meet
  • Type in employer name (type SUN and then selecte SUNY from the drop down)
  • Select an appointment type
  • Select a date from the calendar on the top right corner or scroll down and see 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 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.

Retirement benefit consultations help you see the impact of reaching key service milestone; review your benefit payment options at retirement; and receive personalized benefit estimates.  Consultations are conducted by phone, personal device video which allow 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.