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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

July 7, 2017

Aug. 16, 2017


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

VOYA

June 21, 2017

June 21, 2017

8:00a.m. – 12:00p.m

1:00p.m. – 5:00p.m.

Downtown
BV Rm 1.322

HR - NPB  Rm 4.102B

 

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

tj.dubeansky@voyafa.com

VALIC

 

Look for future dates.

 

 

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

jayson.wagner@valic.com

 

LINCOLN FINANCIAL GROUP

 

June 20, 2017

 

10:00a.m. - 3:00p.m. 

Downtown
Frio St. Bldg. 1.522

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

Charles.Davenport@lfg.com
FIDELITY INVESTMENTS

June 07, 2017

June 21, 2017

June 22, 2017

12:00p.m. - 4:00p.m.

8:00a.m. - 12:00p.m

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

 

HR - NPB  Rm 4.102B

Downtown
DB Rm 2.208

HR - NPB  Rm 4.102B

 

 

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

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: May 24, 2017