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Human Resources | Benefits | UTSA Financial Planning

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Providers Lincoln Financial Group VALIC Retirement Program TIAA CREF Financial Services VOYA Financial Fidelity Investments

Retirement Provider Schedule

Provider
Date
Time
Location
How to schedule an appointment?
FIDELITY INVESTMENTS

August 01, 2017 (John)

August 22, 2017 (John)

October 27, 2017 (Dena)

December 08, 2017 (Dena)

 

8:00a.m. – 2:00p.m

11:00a.m. – 4:00p.m.

8:00a.m. – 2:00p.m.

8:00a.m. - 2:00p.m.
HR – NPB Rm 4.102B

 

To schedule an appointment
Contact: 800-642-7131
John Harris

Contact: 800-642-7131 Dena Yebernetsky

GetGuidance.Fidelity.com

LINCOLN FINANCIAL GROUP

July 27, 2017

September 06, 2017

November 01, 2017

 

10:00a.m. – 3:00p.m.

10:00a.m. – 3:00p.m.

10:00a.m. – 3:00p.m.

HR– NPB Rm 4.102B

To schedule an appointment:
Contact: 512-891-9565
Charles Davenport

Charles.Davenport@lfg.com
TIAA-CREF

Aug. 16, 2017


8:00a.m. - 5:00p.m.

 

HR - NPB  Rm 4.102B


To schedule an appointment:
Contact: 800-732-8353
James Douglas "Doug" Johnson

VALIC

August 15, 2017

9:00a.m. – 4:00p.m. HR - NPB  Rm 4.102B

To schedule an appointment:
Contact: 281-299-7367
Jayson Wagner

jayson.wagner@valic.com

VOYA

July 31, 2017

August 14, 2017

August 29, 2017

September 13, 2017

September 28, 2017

1:00p.m. – 5:00p.m.

8:00a.m. – 12:00p.m

1:00p.m. – 5:00p.m.

8:00a.m. – 12:00p.m

1:00p.m. – 5:00p.m.

 

HR - NPB  Rm 4.102B

To schedule an appointment:
Contact: 773-456-4144
TJ Dubeansky

tj.dubeansky@voyafa.com

Please continue to visit this site for future opportunities.

 

 *If you are an approved UT System retirement provider and would like to reserve an office for one on one appointments, please complete the Conference Room Request Form and email it to benefits@utsa.edu.

 

Updated: July 20, 2017