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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

October 27, 2017 (Dena)

December 08, 2017 (Dena)

 

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

October 11, 2017

November 01, 2017

December 05, 2017

 

10:00a.m. – 3:00p.m.

10:00a.m. – 3:00p.m.

10:00a.m. – 3:00p.m.

Downtown - DB 2.208

HR– NPB Rm 4.102B

Downtown - DB 2.208

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

Charles.Davenport@lfg.com
TIAA-CREF

October 10, 2017

November 16, 2017

December 18, 2017


 8:00a.m. – 5:00p.m.

8:00a.m. – 5:00p.m.

8:00a.m. – 5:00p.m.

 

HR– NPB Rm 4.102B

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

VALIC

 

   

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

jayson.wagner@valic.com

VOYA

September 28, 2017

October 12, 2017

October 26, 2017

November 08, 2017

November 21, 2017

December 07, 2017

 

1:00p.m. – 5:00p.m.

1:00pm – 5:00pm

8:00am – 12:00pm

1:00pm – 5:00pm

8:00am – 12:00pm

1:00pm – 5:00pm

 

 

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: September 14, 2017