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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

December 08, 2017 (Dena)

 

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

December 05, 2017

 

9:30a.m. – 3:30p.m.

Downtown - DB 2.208

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

Charles.Davenport@lfg.com
TIAA-CREF

November 16, 2017

December 18, 2017


8:00a.m. – 5:00p.m.

8:00a.m. – 5:00p.m.

 

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

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

VALIC

November 15, 2017

December 13, 2017

 

9:00a.m. – 4:00p.m.

9:00a.m. – 4:00p.m.

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

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

jayson.wagner@valic.com

VOYA

November 21, 2017

December 07, 2017

 

8:00am – 12:00pm

1:00pm – 5:00pm

 

HR– NPB Rm 4.102B

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: November 8, 2017