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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?
TIAA-CREF

May 18, 2017

 


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

 

.

HR - NPB  Rm 4.102B


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

VOYA

April 26, 2017

April 26, 2017

May 24, 2017

May 24, 2017

June 21, 2017

June 21, 2017

8:00a.m. –12:00p.m.

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.

Downtown-BV 3.326

HR - NPB  Rm 4.102B

HR - NPB  Rm 4.102B

Downtown - TBD

Downtown - TBD

HR - NPB  Rm 4.102B

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

tj.dubeansky@voyafa.com

V.A.L.I.C.

 

April 19, 2017

May 17, 2017

 

9:30a.m. – 2:30p.m.

9:30a.m. – 2:30p.m.

HR - NPB  Rm 4.102B

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

jayson.wagner@valic.com

 

LINCOLN FINANCIAL GROUP

 

April 18, 2017

May 16, 2017

June 20, 2017

 

10:00a.m. - 3:00p.m.

10:00a.m. - 3:00p.m.

10:00a.m. - 3:00p.m. 

Downtown – BV Rm 3.328

HR - NPB  Rm 4.102B

Downtown – BV Rm 3.328

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

Charles.Davenport@lfg.com
FIDELITY INVESTMENTS

May 05, 2017
Dena

8:00a.m. - 1:00p.m


 

 

HR - NPB  Rm 4.102B

To schedule an appointment:
Contact: 800-642-7131
Dena Yebernetsky

GetGuidance.Fidelity.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: April 18, 2017